+263,909.3%
AMZN vs PTC
+148.6%
+263,760.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.0% | +5.9% | +1.8% |
| 7D | -3.0% | -10.3% | +7.3% | +0.3% |
| 30D | -5.2% | +1.1% | -6.3% | -5.8% |
| 3M | +1.9% | +1.6% | +0.3% | +0.3% |
| 6M | +19.2% | -13.5% | +32.7% | +22.9% |
| YTD | +12.0% | -19.1% | +31.0% | +17.6% |
| 1Y | +9.7% | -33.9% | +43.6% | +22.6% |
| 3Y | +87.2% | -3.9% | +91.1% | +83.9% |
| 5Y | +48.7% | +6.0% | +42.6% | +40.9% |
| 10Y | +569.3% | +223.7% | +345.6% | +329.4% |
| All | +263,909.3% | +148.6% | +263,760.7% | +89,229.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling