+475.2%
TEAM vs PTC
+204.7%
+270.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.5% | -1.4% | -3.2% |
| 7D | -5.7% | -12.8% | +7.1% | +3.4% |
| 30D | +18.3% | -9.8% | +28.1% | +27.2% |
| 3M | +80.2% | -2.1% | +82.3% | +82.0% |
| 6M | +111.0% | -18.1% | +129.1% | +141.6% |
| YTD | +8.8% | -23.5% | +32.3% | +30.8% |
| 1Y | +2.2% | -37.4% | +39.5% | +39.0% |
| 3Y | -14.6% | -7.2% | -7.4% | -11.0% |
| 5Y | -53.8% | +2.7% | -56.5% | -54.4% |
| 10Y | +475.2% | +203.4% | +271.8% | +239.3% |
| All | +475.2% | +204.7% | +270.5% | +239.3% |
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