+10.7%
PTC vs IBB
+36.9%
-26.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +1.3% | +0.8% | +0.5% | +1.1% |
| 30D | +1.1% | +5.2% | -4.1% | 0.0% |
| 3M | +30.1% | +8.6% | +21.6% | +28.5% |
| 6M | +34.0% | +27.8% | +6.2% | +32.2% |
| YTD | +12.8% | +28.8% | -16.0% | +9.5% |
| 1Y | +10.7% | +36.4% | -25.7% | +5.3% |
| All | +10.7% | +36.9% | -26.1% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling