+316.9%
PTC vs RRC
+72.2%
+244.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | +0.5% | -0.5% | +1.0% | +0.5% |
| 30D | +0.9% | +25.2% | -24.3% | -2.0% |
| 3M | +30.4% | +27.8% | +2.6% | +26.2% |
| 6M | +34.4% | +27.2% | +7.2% | +30.1% |
| YTD | +12.6% | +48.2% | -35.6% | +6.7% |
| 1Y | +10.2% | +34.7% | -24.5% | +5.5% |
| 3Y | +29.4% | +62.2% | -32.9% | +20.0% |
| 5Y | +63.7% | +130.9% | -67.2% | +42.2% |
| 10Y | +316.9% | +73.4% | +243.4% | +232.9% |
| All | +316.9% | +72.2% | +244.7% | +232.9% |
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