+6,406.4%
AMD vs PTC
+224.0%
+6,182.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.0% | +10.7% | +8.4% |
| 7D | +2.6% | -10.3% | +12.8% | +9.2% |
| 30D | -0.9% | +1.1% | -2.1% | -2.9% |
| 3M | -8.7% | +1.6% | -10.3% | -13.7% |
| 6M | +136.3% | -13.5% | +149.8% | +145.3% |
| YTD | +123.0% | -19.1% | +142.0% | +139.3% |
| 1Y | +195.2% | -33.9% | +229.0% | +265.1% |
| 3Y | +336.3% | -3.9% | +340.2% | +300.1% |
| 5Y | +334.5% | +6.0% | +328.4% | +271.9% |
| All | +6,406.4% | +224.0% | +6,182.4% | +2,234.6% |
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