-3.3%
IDXX vs PTC
+0.1%
-3.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.4% | +3.9% |
| 7D | +24.1% | +0.1% | +24.0% | +24.1% |
| 30D | +32.5% | +1.5% | +31.0% | +32.2% |
| 3M | +18.8% | +37.8% | -19.0% | +11.5% |
| 6M | +24.0% | +41.2% | -17.2% | +14.5% |
| YTD | +3.3% | +12.0% | -8.8% | +2.4% |
| 1Y | -3.3% | +1.6% | -4.9% | -2.3% |
| All | -3.3% | +0.1% | -3.3% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling