-7.8%
NVTS vs PTC
+9.1%
-17.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.0% | +12.3% | +11.1% |
| 7D | +2.7% | -10.3% | +13.0% | +11.4% |
| 30D | -4.5% | +1.1% | -5.6% | -7.4% |
| 3M | -61.5% | +1.6% | -63.1% | -64.3% |
| 6M | +28.0% | -13.5% | +41.5% | +36.5% |
| YTD | +65.3% | -19.1% | +84.3% | +86.3% |
| 1Y | +113.0% | -33.9% | +146.9% | +202.6% |
| 3Y | +34.7% | -3.9% | +38.6% | +21.4% |
| All | -7.8% | +9.1% | -17.0% | -33.0% |
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