+1,210.8%
URI vs PTC
+317.3%
+893.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.2% |
| 7D | +2.4% | +0.5% | +1.9% | +2.2% |
| 30D | +8.9% | +0.9% | +8.0% | +8.4% |
| 3M | +0.8% | +30.4% | -29.6% | -14.8% |
| 6M | +23.1% | +34.4% | -11.3% | +0.2% |
| YTD | +43.1% | +12.6% | +30.5% | +27.3% |
| 1Y | +35.7% | +10.2% | +25.5% | +22.2% |
| 3Y | +158.2% | +29.4% | +128.8% | +106.5% |
| 5Y | +212.6% | +63.7% | +148.8% | +114.1% |
| 10Y | +1,210.8% | +316.9% | +893.9% | +457.7% |
| All | +1,210.8% | +317.3% | +893.4% | +457.7% |
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 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