+8,817.5%
PTC vs RVTY
+2,899.1%
+5,918.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.9% |
| 7D | -0.2% | -1.2% | +1.0% | -0.1% |
| 30D | +0.8% | +1.0% | -0.3% | -0.2% |
| 3M | +32.1% | +35.8% | -3.7% | +15.1% |
| 6M | +42.6% | +56.7% | -14.1% | +15.7% |
| YTD | +12.0% | +60.7% | -48.7% | -11.3% |
| 1Y | +12.2% | +73.7% | -61.5% | -14.3% |
| 3Y | +31.2% | +82.8% | -51.5% | -5.7% |
| 5Y | +54.9% | -7.0% | +61.9% | +44.8% |
| 10Y | +343.1% | +212.3% | +130.8% | +143.3% |
| All | +8,817.5% | +2,899.1% | +5,918.4% | +1,376.4% |
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