+62.2%
SPG vs PTC
+204.7%
-142.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +3.1% |
| 7D | 0.0% | -12.8% | +12.8% | +4.8% |
| 30D | -4.9% | -9.8% | +4.8% | -1.8% |
| 3M | +3.3% | -2.1% | +5.4% | +2.6% |
| 6M | +11.2% | -18.1% | +29.3% | +17.4% |
| YTD | +17.1% | -23.5% | +40.6% | +26.3% |
| 1Y | +21.6% | -37.4% | +58.9% | +41.3% |
| 3Y | +111.9% | -7.2% | +119.1% | +104.6% |
| 5Y | +106.9% | +2.7% | +104.3% | +87.2% |
| 10Y | +62.2% | +203.4% | -141.2% | -2.6% |
| All | +62.2% | +204.7% | -142.5% | -2.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling