+12.2%
PTC vs RVTY
+69.5%
-57.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.3% |
| 7D | -0.2% | -1.2% | +1.0% | -0.1% |
| 30D | +0.8% | +1.0% | -0.3% | +0.3% |
| 3M | +32.1% | +35.8% | -3.7% | +25.1% |
| 6M | +42.6% | +56.7% | -14.1% | +30.9% |
| YTD | +12.0% | +60.7% | -48.7% | +2.7% |
| 1Y | +12.2% | +73.7% | -61.5% | +0.3% |
| All | +12.2% | +69.5% | -57.3% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling