+15.8%
PTCT vs SPY
+17.9%
-2.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -5.9% | -0.4% | -5.5% | -5.6% |
| 30D | -9.5% | -1.4% | -8.1% | -8.6% |
| 3M | -8.3% | +3.7% | -12.0% | -11.0% |
| 6M | -1.2% | +13.0% | -14.2% | -12.2% |
| YTD | -11.0% | +12.4% | -23.4% | -20.9% |
| All | +15.8% | +17.9% | -2.1% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling