+1,218.8%
URI vs PTC
+326.2%
+892.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.4% | +6.5% | +6.7% |
| 7D | -4.0% | +0.8% | -4.8% | -4.4% |
| 30D | +6.8% | +0.7% | +6.1% | +6.4% |
| 3M | -2.8% | +32.6% | -35.4% | -18.7% |
| 6M | +20.9% | +33.6% | -12.7% | -1.3% |
| YTD | +40.2% | +12.4% | +27.8% | +24.9% |
| 1Y | +34.1% | +11.2% | +22.9% | +20.1% |
| 3Y | +164.1% | +31.7% | +132.5% | +109.2% |
| 5Y | +199.3% | +60.1% | +139.3% | +107.7% |
| 10Y | +1,218.8% | +317.2% | +901.6% | +463.7% |
| All | +1,218.8% | +326.2% | +892.7% | +463.7% |
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