+129.2%
ADBE vs PTC
+317.3%
-188.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -4.4% | +0.5% | -4.9% | -4.6% |
| 30D | -0.2% | +0.9% | -1.1% | -0.7% |
| 3M | -9.9% | +30.4% | -40.3% | -24.1% |
| 6M | -3.5% | +34.4% | -37.9% | -20.4% |
| YTD | -32.1% | +12.6% | -44.7% | -38.4% |
| 1Y | -28.7% | +10.2% | -38.9% | -34.7% |
| 3Y | -60.2% | +29.4% | -89.6% | -67.8% |
| 5Y | -63.1% | +63.7% | -126.8% | -73.9% |
| 10Y | +129.2% | +316.9% | -187.7% | -2.1% |
| All | +129.2% | +317.3% | -188.2% | -2.1% |
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