+471.2%
PTC vs SUI
+4,037.5%
-3,566.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.9% |
| 7D | -10.3% | -2.8% | -7.4% | -9.2% |
| 30D | +1.1% | -1.2% | +2.3% | +1.5% |
| 3M | +1.6% | -1.7% | +3.3% | +2.2% |
| 6M | -13.5% | -10.5% | -3.0% | -9.7% |
| YTD | -19.1% | -1.8% | -17.2% | -18.9% |
| 1Y | -33.9% | -4.1% | -29.8% | -33.3% |
| 3Y | -3.9% | +11.3% | -15.2% | -11.0% |
| 5Y | +6.0% | -32.1% | +38.1% | +19.5% |
| 10Y | +223.7% | +110.4% | +113.3% | +113.3% |
| All | +471.2% | +4,037.5% | -3,566.3% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling