+91.9%
TT vs PTC
+31.6%
+60.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | 0.0% |
| 7D | +0.8% | +1.3% | -0.5% | +0.7% |
| 30D | -11.8% | +1.1% | -12.9% | -11.9% |
| 3M | -11.6% | +30.1% | -41.7% | -14.4% |
| 6M | -9.3% | +34.0% | -43.3% | -12.4% |
| YTD | +8.9% | +12.8% | -3.9% | +10.3% |
| 1Y | -2.2% | +10.7% | -13.0% | -0.3% |
| 3Y | +91.9% | +29.6% | +62.2% | +70.7% |
| All | +91.9% | +31.6% | +60.2% | +70.7% |
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