+14,572.5%
NVDA vs PTC
+204.7%
+14,367.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.5% | +3.5% | +1.4% |
| 7D | +3.8% | -12.8% | +16.6% | +12.6% |
| 30D | +0.8% | -9.8% | +10.6% | +6.8% |
| 3M | +8.2% | -2.1% | +10.3% | +5.8% |
| 6M | +27.1% | -18.1% | +45.2% | +38.8% |
| YTD | +21.2% | -23.5% | +44.7% | +37.3% |
| 1Y | +34.3% | -37.4% | +71.7% | +73.6% |
| 3Y | +396.3% | -7.2% | +403.5% | +368.3% |
| 5Y | +913.8% | +2.7% | +911.1% | +798.6% |
| 10Y | +14,572.5% | +203.4% | +14,369.1% | +6,636.1% |
| All | +14,572.5% | +204.7% | +14,367.8% | +6,636.1% |
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