+345.6%
AVGO vs PTC
-8.0%
+353.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.5% | +8.5% | +5.0% |
| 7D | -0.3% | -12.8% | +12.5% | +4.7% |
| 30D | -13.8% | -9.8% | -4.1% | -10.8% |
| 3M | -6.9% | -2.1% | -4.9% | -7.4% |
| 6M | +11.9% | -18.1% | +30.0% | +22.4% |
| YTD | +6.9% | -23.5% | +30.4% | +21.3% |
| 1Y | +7.4% | -37.4% | +44.8% | +38.3% |
| 3Y | +345.6% | -7.2% | +352.8% | +302.5% |
| All | +345.6% | -8.0% | +353.6% | +302.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling