+643.6%
GOOGL vs PTC
+315.4%
+328.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +2.6% | +1.3% | +1.3% | +2.2% |
| 30D | -18.3% | +1.1% | -19.4% | -18.6% |
| 3M | -19.6% | +30.1% | -49.7% | -28.6% |
| 6M | -28.2% | +34.0% | -62.2% | -37.7% |
| YTD | -8.0% | +12.8% | -20.8% | -15.0% |
| 1Y | -0.7% | +10.7% | -11.4% | -7.7% |
| 3Y | +118.8% | +29.6% | +89.2% | +83.6% |
| 5Y | +98.9% | +63.5% | +35.3% | +48.4% |
| 10Y | +643.6% | +316.7% | +326.9% | +265.3% |
| All | +643.6% | +315.4% | +328.2% | +265.3% |
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