+101.4%
NVTS vs PTC
-39.6%
+141.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | -0.1% | -3.3% |
| 7D | +3.5% | -13.6% | +17.1% | +3.5% |
| 30D | -11.9% | -14.7% | +2.7% | -11.8% |
| 3M | -49.2% | -5.9% | -43.3% | -47.3% |
| 6M | +38.4% | -21.1% | +59.6% | +68.4% |
| YTD | +62.5% | -26.0% | +88.5% | +125.6% |
| 1Y | +101.4% | -36.8% | +138.2% | +355.9% |
| All | +101.4% | -39.6% | +141.0% | +355.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling