+317.2%
PTC vs AMBA
+12.8%
+304.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.3% | -4.9% | -0.7% |
| 7D | +0.8% | 0.0% | +0.9% | +0.6% |
| 30D | +0.7% | -8.6% | +9.3% | +2.2% |
| 3M | +32.6% | -29.0% | +61.6% | +40.9% |
| 6M | +33.6% | -19.2% | +52.8% | +32.5% |
| YTD | +12.4% | -13.0% | +25.4% | +8.1% |
| 1Y | +11.2% | -31.3% | +42.5% | +12.1% |
| 3Y | +31.7% | +28.1% | +3.5% | +5.5% |
| 5Y | +60.1% | -69.4% | +129.5% | +67.8% |
| 10Y | +317.2% | +7.6% | +309.6% | +171.7% |
| All | +317.2% | +12.8% | +304.4% | +171.7% |
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