+147.4%
URI vs PTC
+32.2%
+115.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -9.8% | -0.2% | -9.5% | -9.7% |
| 30D | +1.7% | +0.8% | +1.0% | +1.6% |
| 3M | -9.1% | +32.1% | -41.2% | -15.9% |
| 6M | +9.9% | +42.6% | -32.8% | -2.5% |
| YTD | +31.2% | +12.0% | +19.2% | +32.5% |
| 1Y | +25.9% | +12.2% | +13.8% | +27.0% |
| 3Y | +147.4% | +31.2% | +116.2% | +83.3% |
| All | +147.4% | +32.2% | +115.2% | +83.3% |
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