+8.7%
PTC vs IBB
+22.5%
-13.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.2% | -5.5% |
| 7D | -10.3% | +1.4% | -11.7% | -11.0% |
| 30D | +1.1% | +10.5% | -9.3% | -5.0% |
| 3M | +1.6% | +23.6% | -22.0% | -11.4% |
| 6M | -13.5% | +22.6% | -36.1% | -24.6% |
| YTD | -19.1% | +25.7% | -44.7% | -31.0% |
| 1Y | -33.9% | +51.4% | -85.2% | -50.8% |
| 3Y | -3.9% | +64.4% | -68.3% | -33.9% |
| All | +8.7% | +22.5% | -13.8% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling