-3.5%
PTC vs IBB
+64.8%
-68.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.2% | -5.7% |
| 7D | -10.3% | +1.4% | -11.7% | -10.8% |
| 30D | +1.1% | +10.5% | -9.3% | -3.3% |
| 3M | +1.6% | +23.6% | -22.0% | -7.8% |
| 6M | -13.5% | +22.6% | -36.1% | -21.5% |
| YTD | -19.1% | +25.7% | -44.7% | -27.8% |
| 1Y | -33.9% | +51.4% | -85.2% | -47.3% |
| All | -3.5% | +64.8% | -68.3% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling