+365.0%
PTC vs BRKR
+172.5%
+192.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -7.3% | -8.7% | +1.4% | -5.3% |
| 30D | -11.6% | -9.9% | -1.8% | -9.6% |
| 3M | +10.5% | -3.1% | +13.6% | +9.5% |
| 6M | -17.8% | +45.5% | -63.3% | -26.9% |
| YTD | -24.9% | +13.7% | -38.6% | -29.6% |
| 1Y | -36.8% | +67.4% | -104.3% | -46.4% |
| 3Y | -8.7% | -13.2% | +4.5% | -13.0% |
| 5Y | +4.1% | -39.5% | +43.6% | +7.0% |
| 10Y | +202.7% | +153.5% | +49.2% | +122.1% |
| All | +365.0% | +172.5% | +192.5% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling