+802.8%
TEAM vs PTC
+302.8%
+500.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.0% | +3.4% | +1.5% |
| 7D | -0.4% | -10.3% | +9.8% | +7.0% |
| 30D | +67.3% | +1.1% | +66.2% | +65.9% |
| 3M | +86.8% | +1.6% | +85.2% | +83.8% |
| 6M | +146.8% | -13.5% | +160.3% | +172.3% |
| YTD | +16.9% | -19.1% | +36.0% | +35.3% |
| 1Y | +12.8% | -33.9% | +46.7% | +48.0% |
| 3Y | -7.3% | -3.9% | -3.4% | -5.9% |
| 5Y | -50.7% | +6.0% | -56.7% | -52.6% |
| 10Y | +529.8% | +223.7% | +306.1% | +203.9% |
| All | +802.8% | +302.8% | +500.0% | +235.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling