+195.4%
PTC vs UUUU
+495.2%
-299.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.5% |
| 7D | -14.2% | -5.0% | -9.2% | -13.8% |
| 30D | -14.4% | -7.8% | -6.7% | -13.9% |
| 3M | -4.7% | -0.4% | -4.3% | -5.5% |
| 6M | -19.3% | -32.9% | +13.6% | -17.3% |
| YTD | -26.1% | -6.3% | -19.9% | -28.6% |
| 1Y | -37.1% | +7.9% | -45.0% | -41.3% |
| 3Y | -10.4% | +85.2% | -95.6% | -26.4% |
| 5Y | +2.5% | +97.0% | -94.5% | -20.9% |
| All | +195.4% | +495.2% | -299.8% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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