+32,991.5%
GILD vs PTC
+1,272.1%
+31,719.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.1% |
| 7D | -4.8% | -7.3% | +2.4% | -3.5% |
| 30D | +5.8% | -11.6% | +17.4% | +8.2% |
| 3M | +14.9% | +10.5% | +4.5% | +12.4% |
| 6M | -0.4% | -17.8% | +17.5% | +2.6% |
| YTD | +18.5% | -24.9% | +43.5% | +23.8% |
| 1Y | +25.1% | -36.8% | +61.9% | +34.9% |
| 3Y | +105.9% | -8.7% | +114.6% | +103.7% |
| 5Y | +143.0% | +4.1% | +138.9% | +130.4% |
| 10Y | +162.4% | +202.7% | -40.3% | +90.4% |
| All | +32,991.5% | +1,272.1% | +31,719.4% | +9,600.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling