+770.1%
ENTG vs PTC
+326.2%
+443.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.4% | +9.0% | +9.2% |
| 7D | -7.6% | +0.8% | -8.4% | -7.9% |
| 30D | -15.5% | +0.7% | -16.2% | -15.7% |
| 3M | -7.8% | +32.6% | -40.4% | -23.9% |
| 6M | -5.9% | +33.6% | -39.5% | -25.5% |
| YTD | +66.7% | +12.4% | +54.3% | +44.7% |
| 1Y | +62.1% | +11.2% | +50.9% | +41.6% |
| 3Y | +56.3% | +31.7% | +24.6% | +21.4% |
| 5Y | -3.8% | +60.1% | -63.9% | -33.3% |
| 10Y | +770.1% | +317.2% | +452.9% | +223.7% |
| All | +770.1% | +326.2% | +443.9% | +223.7% |
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