+22.1%
AAPL vs PTC
-13.4%
+35.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.0% | +3.5% | -1.8% |
| 7D | +0.1% | -10.3% | +10.3% | +1.2% |
| 30D | +3.0% | +1.1% | +1.8% | +2.8% |
| 3M | +2.9% | +1.6% | +1.3% | +0.3% |
| 6M | +22.1% | -13.5% | +35.6% | +24.6% |
| All | +22.1% | -13.4% | +35.5% | +24.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling