+317.2%
PTC vs ARWR
+921.6%
-604.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -15.3% | +15.7% | +2.4% |
| 7D | +0.8% | -17.3% | +18.1% | +3.1% |
| 30D | +0.7% | -21.5% | +22.3% | +3.7% |
| 3M | +32.6% | -43.8% | +76.4% | +42.2% |
| 6M | +33.6% | -32.3% | +65.8% | +38.3% |
| YTD | +12.4% | -25.8% | +38.3% | +14.1% |
| 1Y | +11.2% | +25.5% | -14.3% | +3.7% |
| 3Y | +31.7% | +84.1% | -52.5% | +8.7% |
| 5Y | +60.1% | -39.2% | +99.3% | +48.3% |
| 10Y | +317.2% | +1,072.4% | -755.2% | +161.4% |
| All | +317.2% | +921.6% | -604.4% | +161.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling