+13,507.3%
GOOGL vs PTC
+1,110.5%
+12,396.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.0% | +4.9% | +1.0% |
| 7D | -2.3% | -10.3% | +8.0% | +1.4% |
| 30D | -6.6% | +1.1% | -7.7% | -7.3% |
| 3M | -8.9% | +1.6% | -10.6% | -10.5% |
| 6M | +11.9% | -13.5% | +25.3% | +15.8% |
| YTD | +8.3% | -19.1% | +27.4% | +14.4% |
| 1Y | +46.2% | -33.9% | +80.1% | +65.3% |
| 3Y | +151.9% | -3.9% | +155.8% | +143.8% |
| 5Y | +137.7% | +6.0% | +131.7% | +118.9% |
| 10Y | +757.6% | +223.7% | +533.8% | +410.9% |
| All | +13,507.3% | +1,110.5% | +12,396.8% | +4,313.5% |
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