+29.6%
PTC vs ARWR
+81.3%
-51.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +1.3% | -17.7% | +19.0% | +2.5% |
| 30D | +1.1% | -21.9% | +23.0% | +2.6% |
| 3M | +30.1% | -44.5% | +74.7% | +35.3% |
| 6M | +34.0% | -32.6% | +66.6% | +36.4% |
| YTD | +12.8% | -26.2% | +39.0% | +13.1% |
| 1Y | +10.7% | +23.0% | -12.2% | +4.4% |
| 3Y | +29.6% | +81.8% | -52.1% | +10.4% |
| All | +29.6% | +81.3% | -51.6% | +10.4% |
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 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