+17.6%
TEM vs PTC
+10.5%
+7.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.6% | +10.9% |
| 7D | +7.6% | +0.8% | +6.8% | +7.3% |
| 30D | +19.0% | +0.7% | +18.3% | +18.8% |
| 3M | +62.2% | +32.6% | +29.6% | +46.5% |
| 6M | +69.4% | +33.6% | +35.8% | +55.8% |
| YTD | +43.0% | +12.4% | +30.6% | +49.2% |
| All | +17.6% | +10.5% | +7.1% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling