+919.8%
NVDA vs PTC
+6.0%
+913.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.9% | +4.5% |
| 7D | +5.9% | -10.3% | +16.2% | +12.9% |
| 30D | +5.1% | +1.1% | +3.9% | +3.5% |
| 3M | +5.4% | +1.6% | +3.7% | +1.3% |
| 6M | +26.0% | -13.5% | +39.5% | +35.0% |
| YTD | +23.7% | -19.1% | +42.7% | +37.9% |
| 1Y | +34.4% | -33.9% | +68.2% | +74.4% |
| 3Y | +375.8% | -3.9% | +379.7% | +315.3% |
| All | +919.8% | +6.0% | +913.8% | +630.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling