+642.6%
PTC vs UUUU
-92.0%
+734.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.9% | -6.1% |
| 7D | -10.3% | -1.4% | -8.9% | -10.2% |
| 30D | +1.1% | +16.3% | -15.2% | -0.2% |
| 3M | +1.6% | -16.7% | +18.3% | +2.4% |
| 6M | -13.5% | -33.7% | +20.2% | -11.8% |
| YTD | -19.1% | -0.5% | -18.6% | -21.2% |
| 1Y | -33.9% | +28.9% | -62.7% | -37.8% |
| 3Y | -3.9% | +99.9% | -103.8% | -16.1% |
| 5Y | +6.0% | +135.3% | -129.2% | -11.4% |
| 10Y | +223.7% | +518.4% | -294.6% | +130.9% |
| All | +642.6% | -92.0% | +734.6% | +425.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling