+42.1%
ENTG vs PTC
+32.2%
+10.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.5% |
| 7D | -17.1% | -0.2% | -16.9% | -17.1% |
| 30D | -23.0% | +0.8% | -23.8% | -23.1% |
| 3M | -10.2% | +32.1% | -42.3% | -16.9% |
| 6M | -17.8% | +42.6% | -60.4% | -27.4% |
| YTD | +52.4% | +12.0% | +40.4% | +58.4% |
| 1Y | +49.8% | +12.2% | +37.6% | +55.4% |
| 3Y | +42.1% | +31.2% | +10.9% | +1.9% |
| All | +42.1% | +32.2% | +10.0% | +1.9% |
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