+1,237.1%
AAPL vs PTC
+196.2%
+1,040.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +1.0% |
| 7D | -3.0% | -13.6% | +10.6% | +2.6% |
| 30D | +2.3% | -14.7% | +17.0% | +8.5% |
| 3M | +8.6% | -5.9% | +14.5% | +9.7% |
| 6M | +21.6% | -21.1% | +42.7% | +31.2% |
| YTD | +16.3% | -26.0% | +42.3% | +28.3% |
| 1Y | +35.1% | -36.8% | +71.9% | +58.7% |
| 3Y | +79.4% | -10.3% | +89.6% | +76.1% |
| 5Y | +109.8% | +1.2% | +108.7% | +91.4% |
| 10Y | +1,237.1% | +198.3% | +1,038.8% | +712.6% |
| All | +1,237.1% | +196.2% | +1,040.9% | +712.6% |
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