+317.2%
PTC vs RCAT
-99.6%
+416.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +11.4% | -11.0% | +0.3% |
| 7D | +0.8% | +1.1% | -0.3% | +0.8% |
| 30D | +0.7% | -22.0% | +22.7% | +0.8% |
| 3M | +32.6% | -51.1% | +83.7% | +33.1% |
| 6M | +33.6% | -56.6% | +90.2% | +34.0% |
| YTD | +12.4% | -43.3% | +55.7% | +12.5% |
| 1Y | +11.2% | -51.5% | +62.7% | +11.3% |
| 3Y | +31.7% | +411.4% | -379.7% | +29.3% |
| 5Y | +60.1% | +74.4% | -14.4% | +57.6% |
| 10Y | +317.2% | -99.6% | +416.8% | +312.7% |
| All | +317.2% | -99.6% | +416.8% | +312.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling