-59.7%
ADBE vs PTC
+6.0%
-65.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.0% | -0.7% | -3.0% |
| 7D | -8.6% | -10.3% | +1.7% | -2.2% |
| 30D | +2.8% | +1.1% | +1.6% | +2.2% |
| 3M | +3.1% | +1.6% | +1.5% | +1.8% |
| 6M | -2.4% | -13.5% | +11.0% | +5.9% |
| YTD | -23.9% | -19.1% | -4.8% | -14.3% |
| 1Y | -22.6% | -33.9% | +11.3% | -2.4% |
| 3Y | -52.7% | -3.9% | -48.8% | -55.1% |
| All | -59.7% | +6.0% | -65.7% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling