+72.4%
ENTG vs PTC
-38.1%
+110.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.5% | +7.2% | +0.3% |
| 7D | +8.9% | -12.8% | +21.7% | +5.5% |
| 30D | -7.2% | -9.8% | +2.6% | -9.2% |
| 3M | +6.4% | -2.1% | +8.5% | +11.2% |
| 6M | +25.7% | -18.1% | +43.8% | +41.8% |
| YTD | +67.9% | -23.5% | +91.4% | +101.1% |
| 1Y | +72.4% | -37.4% | +109.7% | +163.6% |
| All | +72.4% | -38.1% | +110.4% | +163.6% |
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