+127.4%
ADBE vs PTC
+315.4%
-187.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.8% | +1.3% | -5.1% | -4.5% |
| 30D | -2.3% | +1.1% | -3.4% | -2.9% |
| 3M | -13.3% | +30.1% | -43.4% | -26.9% |
| 6M | -6.5% | +34.0% | -40.5% | -22.7% |
| YTD | -32.4% | +12.8% | -45.2% | -38.7% |
| 1Y | -28.0% | +10.7% | -38.8% | -34.2% |
| 3Y | -60.4% | +29.6% | -90.0% | -68.0% |
| 5Y | -63.4% | +63.5% | -127.0% | -74.1% |
| 10Y | +127.4% | +316.7% | -189.3% | -2.9% |
| All | +127.4% | +315.4% | -187.9% | -2.9% |
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