+34.7%
NXPI vs PTC
+60.7%
-25.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +6.8% | +0.5% | +6.3% | +6.6% |
| 30D | +20.0% | +1.2% | +18.8% | +19.5% |
| 3M | +14.8% | +27.4% | -12.5% | +1.5% |
| 6M | -10.5% | +39.2% | -49.7% | -26.0% |
| YTD | +23.7% | +12.5% | +11.2% | +15.5% |
| 1Y | +34.1% | +12.3% | +21.8% | +25.2% |
| 3Y | +51.2% | +28.8% | +22.4% | +21.2% |
| All | +34.7% | +60.7% | -25.9% | -6.8% |
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 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