+200.5%
NXPI vs PTC
+326.2%
-125.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.9% | +3.1% |
| 7D | -0.3% | +0.8% | -1.1% | -0.7% |
| 30D | +12.7% | +0.7% | +12.0% | +12.3% |
| 3M | +7.5% | +32.6% | -25.2% | -9.9% |
| 6M | -12.3% | +33.6% | -45.9% | -28.6% |
| YTD | +19.7% | +12.4% | +7.3% | +6.1% |
| 1Y | +27.6% | +11.2% | +16.3% | +13.7% |
| 3Y | +50.0% | +31.7% | +18.3% | +18.2% |
| 5Y | +27.2% | +60.1% | -32.9% | -11.0% |
| 10Y | +200.5% | +317.2% | -116.7% | +49.2% |
| All | +200.5% | +326.2% | -125.7% | +49.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling