+746.7%
GOOGL vs PTC
+196.2%
+550.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.0% |
| 7D | -1.9% | -13.6% | +11.7% | +3.7% |
| 30D | -7.5% | -14.7% | +7.2% | -2.0% |
| 3M | -9.2% | -5.9% | -3.3% | -8.3% |
| 6M | +8.1% | -21.1% | +29.2% | +16.5% |
| YTD | +5.8% | -26.0% | +31.9% | +16.6% |
| 1Y | +38.3% | -36.8% | +75.2% | +62.1% |
| 3Y | +144.8% | -10.3% | +155.0% | +139.2% |
| 5Y | +132.5% | +1.2% | +131.4% | +111.4% |
| 10Y | +746.7% | +198.3% | +548.4% | +377.6% |
| All | +746.7% | +196.2% | +550.5% | +377.6% |
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 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