+316.7%
PTC vs RRC
+67.7%
+249.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.8% | -4.5% | -0.2% |
| 7D | +1.3% | -5.2% | +6.5% | +1.9% |
| 30D | +1.1% | +25.2% | -24.1% | -1.9% |
| 3M | +30.1% | +27.4% | +2.8% | +26.0% |
| 6M | +34.0% | +27.0% | +7.0% | +29.7% |
| YTD | +12.8% | +46.3% | -33.5% | +7.1% |
| 1Y | +10.7% | +37.1% | -26.4% | +5.8% |
| 3Y | +29.6% | +60.2% | -30.5% | +20.5% |
| 5Y | +63.5% | +136.6% | -73.1% | +41.6% |
| 10Y | +316.7% | +68.8% | +247.9% | +237.8% |
| All | +316.7% | +67.7% | +249.0% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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