+289.3%
INTC vs PTC
-33.3%
+322.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -6.0% | +10.5% | +2.9% |
| 7D | +7.1% | -10.3% | +17.3% | +4.2% |
| 30D | -5.2% | +1.1% | -6.3% | -4.5% |
| 3M | -14.3% | +1.6% | -15.9% | -8.8% |
| 6M | +110.2% | -13.5% | +123.6% | +128.1% |
| YTD | +159.6% | -19.1% | +178.7% | +190.9% |
| 1Y | +289.3% | -33.9% | +323.1% | +439.6% |
| All | +289.3% | -33.3% | +322.5% | +439.6% |
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 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