+7.4%
AVGO vs PTC
-38.1%
+45.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.5% | +8.5% | +3.0% |
| 7D | -0.3% | -12.8% | +12.5% | -0.2% |
| 30D | -13.8% | -9.8% | -4.1% | -13.7% |
| 3M | -6.9% | -2.1% | -4.9% | -5.0% |
| 6M | +11.9% | -18.1% | +30.0% | +20.1% |
| YTD | +6.9% | -23.5% | +30.4% | +18.1% |
| 1Y | +7.4% | -37.4% | +44.8% | +31.4% |
| All | +7.4% | -38.1% | +45.5% | +31.4% |
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