+61,246.3%
SU vs PTC
+6,346.6%
+54,899.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | +0.6% |
| 7D | +3.6% | -10.3% | +13.8% | +5.9% |
| 30D | +7.9% | +1.1% | +6.7% | +7.4% |
| 3M | +3.5% | +1.6% | +1.9% | +2.3% |
| 6M | +19.0% | -13.5% | +32.4% | +21.3% |
| YTD | +55.0% | -19.1% | +74.0% | +59.8% |
| 1Y | +71.2% | -33.9% | +105.1% | +84.0% |
| 3Y | +117.4% | -3.9% | +121.3% | +112.9% |
| 5Y | +335.2% | +6.0% | +329.1% | +312.2% |
| 10Y | +248.7% | +223.7% | +25.0% | +154.8% |
| All | +61,246.3% | +6,346.6% | +54,899.6% | +8,551.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling