-28.0%
ADBE vs PTC
-39.6%
+11.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.3% | +1.4% |
| 7D | -8.9% | -13.6% | +4.7% | +0.9% |
| 30D | -6.6% | -14.7% | +8.0% | +4.4% |
| 3M | +7.1% | -5.9% | +13.0% | +10.7% |
| 6M | -9.8% | -21.1% | +11.4% | +3.0% |
| YTD | -27.2% | -26.0% | -1.2% | -14.7% |
| 1Y | -28.0% | -36.8% | +8.8% | -6.7% |
| All | -28.0% | -39.6% | +11.6% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling