+311.9%
PTC vs AMBA
-0.9%
+312.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +0.5% | +2.7% | -2.2% | -0.1% |
| 30D | +1.2% | -2.2% | +3.4% | +1.3% |
| 3M | +27.4% | -26.6% | +54.0% | +34.5% |
| 6M | +39.2% | -26.8% | +66.0% | +41.3% |
| YTD | +12.5% | -15.1% | +27.6% | +8.6% |
| 1Y | +12.3% | -32.3% | +44.5% | +13.5% |
| 3Y | +28.8% | +19.8% | +9.0% | +4.8% |
| 5Y | +60.9% | -69.2% | +130.1% | +68.3% |
| All | +311.9% | -0.9% | +312.8% | +170.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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