+156.4%
ADBE vs PTC
+196.2%
-39.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.3% | +0.9% |
| 7D | -8.9% | -13.6% | +4.7% | -1.2% |
| 30D | -6.6% | -14.7% | +8.0% | +2.1% |
| 3M | +7.1% | -5.9% | +13.0% | +10.6% |
| 6M | -9.8% | -21.1% | +11.4% | +2.6% |
| YTD | -27.2% | -26.0% | -1.2% | -14.4% |
| 1Y | -28.0% | -36.8% | +8.8% | -8.3% |
| 3Y | -54.5% | -10.3% | -44.2% | -53.7% |
| 5Y | -61.5% | +1.2% | -62.7% | -63.7% |
| 10Y | +156.4% | +198.3% | -41.8% | +37.3% |
| All | +156.4% | +196.2% | -39.7% | +37.3% |
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