+65.2%
ALAB vs PTC
-33.3%
+98.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -6.0% | +15.8% | +8.8% |
| 7D | +7.2% | -10.3% | +17.5% | +5.8% |
| 30D | -2.5% | +1.1% | -3.7% | -2.3% |
| 3M | -13.3% | +1.6% | -14.9% | -7.8% |
| 6M | +172.8% | -13.5% | +186.3% | +224.5% |
| YTD | +86.6% | -19.1% | +105.6% | +135.9% |
| 1Y | +65.2% | -33.9% | +99.0% | +155.5% |
| All | +65.2% | -33.3% | +98.4% | +155.5% |
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