+243.1%
INTU vs PTC
+334.9%
-91.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | +0.1% | -0.2% | +0.4% | +0.2% |
| 30D | +15.4% | +0.8% | +14.7% | +15.0% |
| 3M | +6.6% | +32.1% | -25.5% | -10.9% |
| 6M | -11.3% | +42.6% | -53.9% | -29.4% |
| YTD | -47.7% | +12.0% | -59.7% | -52.2% |
| 1Y | -47.0% | +12.2% | -59.2% | -51.7% |
| 3Y | -29.9% | +31.2% | -61.2% | -43.5% |
| 5Y | -42.2% | +54.9% | -97.1% | -57.6% |
| All | +243.1% | +334.9% | -91.8% | +58.6% |
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