+467.0%
TEAM vs PTC
+326.2%
+140.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.5% |
| 7D | -17.2% | +0.8% | -18.0% | -17.6% |
| 30D | -25.1% | +0.7% | -25.8% | -25.5% |
| 3M | +3.9% | +32.6% | -28.7% | -16.5% |
| 6M | +69.1% | +33.6% | +35.5% | +34.3% |
| YTD | -4.5% | +12.4% | -16.9% | -14.1% |
| 1Y | -1.9% | +11.2% | -13.1% | -11.2% |
| 3Y | -9.3% | +31.7% | -41.0% | -27.9% |
| 5Y | -65.2% | +60.1% | -125.2% | -75.0% |
| 10Y | +467.0% | +317.2% | +149.8% | +139.1% |
| All | +467.0% | +326.2% | +140.8% | +139.1% |
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