+571.7%
QQQ vs PTC
+196.2%
+375.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +1.0% |
| 7D | +1.0% | -13.6% | +14.6% | +6.6% |
| 30D | -0.6% | -14.7% | +14.0% | +5.2% |
| 3M | +1.3% | -5.9% | +7.2% | +1.9% |
| 6M | +18.1% | -21.1% | +39.3% | +27.1% |
| YTD | +16.9% | -26.0% | +42.9% | +28.6% |
| 1Y | +24.0% | -36.8% | +60.8% | +45.5% |
| 3Y | +95.6% | -10.3% | +105.9% | +92.6% |
| 5Y | +94.5% | +1.2% | +93.3% | +78.7% |
| 10Y | +571.7% | +198.3% | +373.4% | +300.6% |
| All | +571.7% | +196.2% | +375.6% | +300.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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