+270.0%
INTC vs PTC
+196.2%
+73.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +2.9% |
| 7D | +18.0% | -13.6% | +31.6% | +23.8% |
| 30D | +8.9% | -14.7% | +23.6% | +14.7% |
| 3M | -1.6% | -5.9% | +4.3% | -2.2% |
| 6M | +133.1% | -21.1% | +154.2% | +147.8% |
| YTD | +187.9% | -26.0% | +213.9% | +212.2% |
| 1Y | +334.7% | -36.8% | +371.5% | +405.5% |
| 3Y | +184.2% | -10.3% | +194.4% | +178.8% |
| 5Y | +116.0% | +1.2% | +114.8% | +98.4% |
| 10Y | +270.0% | +198.3% | +71.7% | +121.2% |
| All | +270.0% | +196.2% | +73.8% | +121.2% |
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