+750.6%
TT vs PTC
+326.2%
+424.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.6% |
| 7D | +1.7% | +0.8% | +0.9% | +1.5% |
| 30D | -11.8% | +0.7% | -12.6% | -12.0% |
| 3M | -12.6% | +32.6% | -45.2% | -20.6% |
| 6M | -9.4% | +33.6% | -42.9% | -18.7% |
| YTD | +8.8% | +12.4% | -3.6% | +2.3% |
| 1Y | -2.5% | +11.2% | -13.7% | -8.1% |
| 3Y | +95.7% | +31.7% | +64.0% | +70.5% |
| 5Y | +135.7% | +60.1% | +75.7% | +88.5% |
| 10Y | +750.6% | +317.2% | +433.4% | +359.9% |
| All | +750.6% | +326.2% | +424.4% | +359.9% |
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