+31.2%
PTC vs ARWR
+105.6%
-74.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.2% |
| 7D | -0.2% | -2.9% | +2.7% | -0.1% |
| 30D | +0.8% | -5.4% | +6.2% | +1.1% |
| 3M | +32.1% | -32.2% | +64.3% | +35.6% |
| 6M | +42.6% | -26.5% | +69.1% | +44.8% |
| YTD | +12.0% | -12.4% | +24.4% | +11.1% |
| 1Y | +12.2% | +46.9% | -34.7% | +4.6% |
| 3Y | +31.2% | +116.0% | -84.7% | +10.5% |
| All | +31.2% | +105.6% | -74.4% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling