+316.9%
PTC vs RVTY
+219.6%
+97.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | +0.9% | +1.7% | -0.8% | -0.4% |
| 3M | +30.4% | +36.8% | -6.4% | +12.6% |
| 6M | +34.4% | +60.1% | -25.7% | +7.0% |
| YTD | +12.6% | +64.0% | -51.4% | -12.7% |
| 1Y | +10.2% | +68.2% | -58.0% | -15.8% |
| 3Y | +29.4% | +88.8% | -59.4% | -11.9% |
| 5Y | +63.7% | -10.5% | +74.3% | +62.9% |
| 10Y | +316.9% | +219.7% | +97.2% | +91.0% |
| All | +316.9% | +219.6% | +97.3% | +91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling