+74.8%
ENTG vs PTC
-33.3%
+108.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.0% | +12.2% | +4.7% |
| 7D | +2.8% | -10.3% | +13.1% | +0.3% |
| 30D | -4.7% | +1.1% | -5.8% | -4.1% |
| 3M | -0.7% | +1.6% | -2.3% | +5.6% |
| 6M | +7.7% | -13.5% | +21.2% | +23.4% |
| YTD | +65.1% | -19.1% | +84.1% | +100.7% |
| 1Y | +74.8% | -33.9% | +108.7% | +173.1% |
| All | +74.8% | -33.3% | +108.0% | +173.1% |
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 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