-37.4%
PTC vs RVTY
+48.7%
-86.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.4% | -3.1% | -5.0% |
| 7D | -12.8% | +0.4% | -13.2% | -12.8% |
| 30D | -9.8% | +10.8% | -20.6% | -11.6% |
| 3M | -2.1% | +26.8% | -28.8% | -7.1% |
| 6M | -18.1% | +39.3% | -57.4% | -24.8% |
| YTD | -23.5% | +31.6% | -55.1% | -28.6% |
| 1Y | -37.4% | +47.7% | -85.1% | -43.5% |
| All | -37.4% | +48.7% | -86.0% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling