+195.8%
NXPI vs PTC
+204.7%
-8.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.5% | +3.8% | +1.1% |
| 7D | +0.7% | -12.8% | +13.5% | +7.7% |
| 30D | -6.6% | -9.8% | +3.2% | -2.2% |
| 3M | -25.4% | -2.1% | -23.3% | -27.1% |
| 6M | +11.9% | -18.1% | +30.0% | +19.8% |
| YTD | +4.0% | -23.5% | +27.5% | +15.1% |
| 1Y | +1.0% | -37.4% | +38.4% | +25.4% |
| 3Y | +16.3% | -7.2% | +23.6% | +12.2% |
| 5Y | +17.7% | +2.7% | +15.0% | +6.0% |
| 10Y | +195.8% | +203.4% | -7.6% | +83.8% |
| All | +195.8% | +204.7% | -8.9% | +83.8% |
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