+32.9%
URI vs PTC
+0.1%
+32.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -4.9% | -4.4% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +4.6% | +1.5% | +3.1% | +4.6% |
| 3M | -2.1% | +37.8% | -39.9% | -1.6% |
| 6M | +21.9% | +41.2% | -19.3% | +23.5% |
| YTD | +39.7% | +12.0% | +27.7% | +54.0% |
| 1Y | +32.9% | +1.6% | +31.2% | +48.8% |
| All | +32.9% | +0.1% | +32.8% | +48.8% |
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