+122,851.5%
AAPL vs PTC
+6,346.6%
+116,504.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.0% | +3.5% | -1.0% |
| 7D | +0.1% | -10.3% | +10.3% | +2.7% |
| 30D | +3.0% | +1.1% | +1.8% | +2.5% |
| 3M | +2.9% | +1.6% | +1.3% | +1.8% |
| 6M | +22.1% | -13.5% | +35.6% | +25.2% |
| YTD | +18.0% | -19.1% | +37.1% | +22.7% |
| 1Y | +33.9% | -33.9% | +67.8% | +45.9% |
| 3Y | +71.2% | -3.9% | +75.1% | +68.7% |
| 5Y | +112.6% | +6.0% | +106.6% | +103.2% |
| 10Y | +1,198.8% | +223.7% | +975.0% | +833.0% |
| All | +122,851.5% | +6,346.6% | +116,504.9% | +22,425.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling