+485.4%
NVDA vs PTC
+55.4%
+429.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.5% |
| 7D | -11.6% | +0.8% | -12.4% | -11.9% |
| 30D | -22.1% | +0.7% | -22.8% | -22.4% |
| 3M | -20.1% | +32.6% | -52.7% | -34.0% |
| 6M | -16.8% | +33.6% | -50.3% | -33.0% |
| YTD | -4.0% | +12.4% | -16.4% | -13.1% |
| 1Y | -4.8% | +11.2% | -16.0% | -13.3% |
| 3Y | +281.7% | +31.7% | +250.0% | +168.3% |
| 5Y | +485.4% | +60.1% | +425.3% | +239.7% |
| All | +485.4% | +55.4% | +429.9% | +239.7% |
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