+35.1%
AAPL vs PTC
-39.6%
+74.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.1% |
| 7D | -3.0% | -13.6% | +10.6% | -1.3% |
| 30D | +2.3% | -14.7% | +17.0% | +4.1% |
| 3M | +8.6% | -5.9% | +14.5% | +7.9% |
| 6M | +21.6% | -21.1% | +42.7% | +23.4% |
| YTD | +16.3% | -26.0% | +42.3% | +19.4% |
| 1Y | +35.1% | -36.8% | +71.9% | +45.5% |
| All | +35.1% | -39.6% | +74.7% | +45.5% |
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