+51.2%
NXPI vs PTC
+29.1%
+22.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +6.8% | +0.5% | +6.3% | +6.7% |
| 30D | +20.0% | +1.2% | +18.8% | +19.7% |
| 3M | +14.8% | +27.4% | -12.5% | +8.1% |
| 6M | -10.5% | +39.2% | -49.7% | -18.6% |
| YTD | +23.7% | +12.5% | +11.2% | +25.8% |
| 1Y | +34.1% | +12.3% | +21.8% | +36.4% |
| 3Y | +51.2% | +28.8% | +22.4% | +18.7% |
| All | +51.2% | +29.1% | +22.1% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling