+43.2%
NXPI vs PTC
+32.2%
+11.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.5% |
| 7D | -4.4% | -0.2% | -4.1% | -4.3% |
| 30D | +5.6% | +0.8% | +4.8% | +5.4% |
| 3M | +7.6% | +32.1% | -24.5% | -0.1% |
| 6M | -17.6% | +42.6% | -60.2% | -26.5% |
| YTD | +15.9% | +12.0% | +3.9% | +17.9% |
| 1Y | +22.4% | +12.2% | +10.2% | +24.3% |
| 3Y | +43.2% | +31.2% | +12.0% | +5.7% |
| All | +43.2% | +32.2% | +11.1% | +5.7% |
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