+469.2%
NFLX vs PTC
+312.8%
+156.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -2.8% | +0.5% | -3.3% | -3.0% |
| 30D | -8.6% | +0.9% | -9.5% | -8.9% |
| 3M | -13.7% | +30.4% | -44.1% | -24.9% |
| 6M | -24.5% | +34.4% | -58.9% | -35.9% |
| YTD | -31.2% | +12.6% | -43.8% | -37.0% |
| 1Y | -43.2% | +10.2% | -53.4% | -47.7% |
| 3Y | +44.3% | +29.4% | +14.9% | +17.9% |
| 5Y | -1.9% | +63.7% | -65.6% | -29.5% |
| All | +469.2% | +312.8% | +156.5% | +152.8% |
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