-8.4%
TEAM vs PTC
-2.9%
-5.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.0% | +3.4% | +2.1% |
| 7D | -0.4% | -10.3% | +9.8% | +8.2% |
| 30D | +67.3% | +1.1% | +66.2% | +65.7% |
| 3M | +86.8% | +1.6% | +85.2% | +82.7% |
| 6M | +146.8% | -13.5% | +160.3% | +173.7% |
| YTD | +16.9% | -19.1% | +36.0% | +36.3% |
| 1Y | +12.8% | -33.9% | +46.7% | +50.0% |
| All | -8.4% | -2.9% | -5.5% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling