-37.4%
PTC vs ARWR
+200.0%
-237.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.1% | -5.5% |
| 7D | -12.8% | +2.9% | -15.7% | -12.7% |
| 30D | -9.8% | -2.9% | -6.9% | -9.8% |
| 3M | -2.1% | +15.2% | -17.3% | -1.9% |
| 6M | -18.1% | +42.3% | -60.4% | -19.6% |
| YTD | -23.5% | +28.2% | -51.7% | -24.7% |
| 1Y | -37.4% | +213.2% | -250.6% | -44.4% |
| All | -37.4% | +200.0% | -237.4% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ARWR 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling