+379.1%
AVAV vs PTC
+326.2%
+52.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.4% | +12.2% | +12.4% |
| 7D | +3.2% | +0.8% | +2.3% | +2.9% |
| 30D | -7.4% | +0.7% | -8.1% | -7.6% |
| 3M | -32.0% | +32.6% | -64.6% | -40.2% |
| 6M | -24.6% | +33.6% | -58.1% | -34.7% |
| YTD | -47.5% | +12.4% | -59.9% | -51.4% |
| 1Y | -61.5% | +11.2% | -72.7% | -64.2% |
| 3Y | +5.5% | +31.7% | -26.2% | -11.4% |
| 5Y | +35.7% | +60.1% | -24.3% | +2.3% |
| 10Y | +379.1% | +317.2% | +61.9% | +138.1% |
| All | +379.1% | +326.2% | +52.9% | +138.1% |
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