-33.9%
PTC vs NVDX
+34.6%
-68.5%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.4% | -7.5% | -6.1% |
| 7D | -10.3% | +11.6% | -21.9% | -10.4% |
| 30D | +1.1% | +7.5% | -6.4% | +0.9% |
| 3M | +1.6% | +2.1% | -0.5% | +2.1% |
| 6M | -13.5% | +35.5% | -49.0% | -15.2% |
| YTD | -19.1% | +24.1% | -43.2% | -20.6% |
| 1Y | -33.9% | +33.0% | -66.8% | -34.7% |
| All | -33.9% | +34.6% | -68.5% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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