+12.3%
PTC vs IBB
+29.7%
-17.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | +1.2% | +4.6% | -3.3% | +0.3% |
| 3M | +27.4% | +6.8% | +20.5% | +26.3% |
| 6M | +39.2% | +23.1% | +16.1% | +38.6% |
| YTD | +12.5% | +26.0% | -13.5% | +9.8% |
| 1Y | +12.3% | +30.4% | -18.1% | +8.0% |
| All | +12.3% | +29.7% | -17.4% | +8.0% |
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