+6,346.6%
PTC vs RVTY
+2,416.7%
+3,929.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.9% |
| 7D | -10.3% | +1.1% | -11.4% | -10.7% |
| 30D | +1.1% | +13.2% | -12.1% | -4.1% |
| 3M | +1.6% | +27.2% | -25.6% | -9.0% |
| 6M | -13.5% | +32.4% | -45.9% | -24.7% |
| YTD | -19.1% | +34.9% | -53.9% | -30.4% |
| 1Y | -33.9% | +52.4% | -86.2% | -46.3% |
| 3Y | -3.9% | +12.3% | -16.2% | -15.2% |
| 5Y | +6.0% | -30.8% | +36.9% | +13.3% |
| 10Y | +223.7% | +150.7% | +73.1% | +96.4% |
| All | +6,346.6% | +2,416.7% | +3,929.9% | +1,058.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling