+29.3%
RRX vs PTC
+10.7%
+18.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +4.3% | +0.5% | +3.9% | +4.4% |
| 30D | +12.3% | +1.2% | +11.1% | +12.4% |
| 3M | +3.7% | +27.4% | -23.7% | +4.9% |
| 6M | -13.9% | +39.2% | -53.1% | -10.2% |
| YTD | +26.5% | +12.5% | +13.9% | +41.4% |
| 1Y | +29.3% | +12.3% | +17.0% | +44.6% |
| All | +29.3% | +10.7% | +18.6% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling