+330.1%
PTC vs SUI
+115.7%
+214.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | -0.2% | +6.2% | -6.5% | -2.6% |
| 30D | +0.8% | +8.6% | -7.8% | -2.6% |
| 3M | +32.1% | +1.0% | +31.1% | +31.2% |
| 6M | +42.6% | -2.6% | +45.2% | +43.4% |
| YTD | +12.0% | -0.1% | +12.1% | +11.2% |
| 1Y | +12.2% | +0.5% | +11.7% | +11.1% |
| 3Y | +31.2% | +15.3% | +16.0% | +20.8% |
| 5Y | +54.9% | -26.1% | +81.0% | +68.5% |
| All | +330.1% | +115.7% | +214.4% | +237.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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