+27.7%
AVAV vs PTC
+60.7%
-33.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +4.2% | +0.5% | +3.7% | +4.1% |
| 30D | -2.6% | +1.2% | -3.8% | -2.9% |
| 3M | -38.0% | +27.4% | -65.3% | -42.8% |
| 6M | -27.0% | +39.2% | -66.2% | -35.4% |
| YTD | -51.4% | +12.5% | -63.9% | -53.3% |
| 1Y | -60.2% | +12.3% | -72.5% | -61.8% |
| 3Y | -6.7% | +28.8% | -35.5% | -18.6% |
| All | +27.7% | +60.7% | -33.0% | -5.6% |
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 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