+329.1%
PTC vs AMBA
-6.6%
+335.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.4% | +9.1% | +1.6% |
| 7D | -0.1% | -14.6% | +14.5% | +3.0% |
| 30D | +0.8% | -18.8% | +19.6% | +4.8% |
| 3M | +39.6% | -32.6% | +72.2% | +49.9% |
| 6M | +41.5% | -25.8% | +67.3% | +42.8% |
| YTD | +11.7% | -22.1% | +33.8% | +9.9% |
| 1Y | +2.4% | -36.2% | +38.7% | +4.6% |
| 3Y | +31.9% | +10.0% | +21.9% | +9.4% |
| 5Y | +54.5% | -71.6% | +126.1% | +64.1% |
| All | +329.1% | -6.6% | +335.7% | +186.5% |
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