+15.1%
TEAM vs PTC
+0.1%
+15.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.9% |
| 7D | -13.7% | +0.1% | -13.8% | -13.8% |
| 30D | -3.4% | +1.5% | -5.0% | -4.2% |
| 3M | +72.1% | +37.8% | +34.4% | +38.9% |
| 6M | +103.8% | +41.2% | +62.6% | +58.8% |
| YTD | +17.1% | +12.0% | +5.1% | +11.3% |
| 1Y | +15.1% | +1.6% | +13.4% | +14.7% |
| All | +15.1% | +0.1% | +15.0% | +14.7% |
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