-99.5%
SPXU vs PTC
+200.2%
-299.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.7% |
| 7D | +6.4% | -14.2% | +20.6% | -7.5% |
| 30D | +5.9% | -14.4% | +20.4% | -7.9% |
| 3M | -11.7% | -4.7% | -7.0% | -15.8% |
| 6M | -28.7% | -19.3% | -9.4% | -42.0% |
| YTD | -26.4% | -26.1% | -0.2% | -44.8% |
| 1Y | -35.2% | -37.1% | +1.8% | -58.2% |
| 3Y | -79.8% | -10.4% | -69.4% | -77.7% |
| 5Y | -86.1% | +2.5% | -88.5% | -77.1% |
| All | -99.5% | +200.2% | -299.7% | -96.5% |
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