+10.2%
PTC vs IBB
+30.0%
-19.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.4% |
| 7D | +0.8% | +1.6% | -0.8% | +0.5% |
| 30D | +1.2% | +6.7% | -5.5% | -0.2% |
| 3M | +32.6% | +6.3% | +26.3% | +31.3% |
| 6M | +36.1% | +23.9% | +12.2% | +35.1% |
| YTD | +12.7% | +26.6% | -13.9% | +9.6% |
| 1Y | +10.2% | +29.6% | -19.5% | +5.9% |
| All | +10.2% | +30.0% | -19.9% | +5.9% |
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