+10,058.2%
NVDA vs PTC
+315.4%
+9,742.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.8% | -5.7% |
| 7D | -18.3% | +1.3% | -19.6% | -18.9% |
| 30D | -26.3% | +1.1% | -27.4% | -26.8% |
| 3M | -22.3% | +30.1% | -52.4% | -36.3% |
| 6M | -21.3% | +34.0% | -55.4% | -38.5% |
| YTD | -9.2% | +12.8% | -22.1% | -21.6% |
| 1Y | -14.9% | +10.7% | -25.7% | -25.7% |
| 3Y | +250.5% | +29.6% | +220.8% | +162.2% |
| 5Y | +475.8% | +63.5% | +412.3% | +273.2% |
| 10Y | +10,058.2% | +316.7% | +9,741.6% | +3,504.2% |
| All | +10,058.2% | +315.4% | +9,742.9% | +3,504.2% |
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