+268.2%
RMD vs PTC
+204.7%
+63.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.5% | +2.3% | -1.4% |
| 7D | -4.5% | -12.8% | +8.3% | -0.3% |
| 30D | +4.6% | -9.8% | +14.4% | +7.9% |
| 3M | +14.8% | -2.1% | +16.8% | +14.7% |
| 6M | -12.1% | -18.1% | +6.0% | -7.3% |
| YTD | -7.5% | -23.5% | +16.0% | -0.5% |
| 1Y | -20.1% | -37.4% | +17.3% | -8.5% |
| 3Y | +53.9% | -7.2% | +61.1% | +50.9% |
| 5Y | -22.2% | +2.7% | -24.9% | -27.5% |
| 10Y | +268.2% | +203.4% | +64.8% | +115.4% |
| All | +268.2% | +204.7% | +63.5% | +115.4% |
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