+22.0%
NXPI vs PTC
+55.9%
-33.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.3% |
| 3M | +7.6% | +32.1% | -24.5% | -6.8% |
| 6M | -17.6% | +42.6% | -60.2% | -33.4% |
| YTD | +15.9% | +12.0% | +3.9% | +8.4% |
| 1Y | +22.4% | +12.2% | +10.2% | +14.2% |
| 3Y | +43.2% | +31.2% | +12.0% | +13.1% |
| All | +22.0% | +55.9% | -33.9% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling