+769.3%
ENTG vs PTC
+312.5%
+456.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.7% |
| 7D | +15.2% | +0.5% | +14.7% | +14.9% |
| 30D | -3.6% | +1.2% | -4.9% | -4.2% |
| 3M | -10.0% | +27.4% | -37.3% | -23.8% |
| 6M | +1.8% | +39.2% | -37.4% | -21.5% |
| YTD | +75.5% | +12.5% | +63.0% | +52.2% |
| 1Y | +82.4% | +12.3% | +70.1% | +58.3% |
| 3Y | +58.5% | +28.8% | +29.7% | +24.8% |
| 5Y | +0.4% | +60.9% | -60.5% | -30.6% |
| All | +769.3% | +312.5% | +456.8% | +222.5% |
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 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