+396.3%
NVDA vs PTC
-8.0%
+404.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.5% | +3.5% | -0.2% |
| 7D | +3.8% | -12.8% | +16.6% | +8.5% |
| 30D | +0.8% | -9.8% | +10.6% | +4.1% |
| 3M | +8.2% | -2.1% | +10.3% | +7.9% |
| 6M | +27.1% | -18.1% | +45.2% | +37.6% |
| YTD | +21.2% | -23.5% | +44.7% | +35.4% |
| 1Y | +34.3% | -37.4% | +71.7% | +67.0% |
| 3Y | +396.3% | -7.2% | +403.5% | +340.4% |
| All | +396.3% | -8.0% | +404.3% | +340.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling