+1.2%
PTC vs UUUU
+132.1%
-130.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | -13.6% | +1.8% | -15.4% | -13.7% |
| 30D | -14.7% | +1.8% | -16.5% | -14.9% |
| 3M | -5.9% | +1.3% | -7.2% | -6.6% |
| 6M | -21.1% | -26.8% | +5.6% | -20.0% |
| YTD | -26.0% | +0.1% | -26.1% | -28.8% |
| 1Y | -36.8% | +11.2% | -48.1% | -41.0% |
| 3Y | -10.3% | +97.7% | -108.0% | -26.8% |
| 5Y | +1.2% | +127.3% | -126.2% | -23.5% |
| All | +1.2% | +132.1% | -130.9% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling