+476,136.2%
NVDA vs PTC
+496.9%
+475,639.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.4% |
| 7D | -11.6% | +0.8% | -12.4% | -11.9% |
| 30D | -22.1% | +0.7% | -22.8% | -22.3% |
| 3M | -20.1% | +32.6% | -52.7% | -31.4% |
| 6M | -16.8% | +33.6% | -50.3% | -30.1% |
| YTD | -4.0% | +12.4% | -16.4% | -13.9% |
| 1Y | -4.8% | +11.2% | -16.0% | -14.4% |
| 3Y | +281.7% | +31.7% | +250.0% | +215.4% |
| 5Y | +485.4% | +60.1% | +425.3% | +356.8% |
| 10Y | +10,310.1% | +317.2% | +9,992.9% | +5,317.9% |
| All | +476,136.2% | +496.9% | +475,639.2% | +131,984.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling