-14.3%
TEAM vs PTC
+29.1%
-43.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | -2.4% | +0.5% | -2.9% | -2.7% |
| 30D | -26.7% | +1.2% | -27.9% | -27.3% |
| 3M | -9.6% | +27.4% | -37.0% | -23.9% |
| 6M | +86.0% | +39.2% | +46.9% | +44.7% |
| YTD | -7.5% | +12.5% | -20.0% | -15.3% |
| 1Y | -1.4% | +12.3% | -13.6% | -9.6% |
| 3Y | -14.3% | +28.8% | -43.1% | -35.3% |
| All | -14.3% | +29.1% | -43.4% | -35.3% |
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 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