-7.5%
PTC vs NVDX
+772.1%
-779.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -7.3% | -10.2% | +3.0% | -6.5% |
| 30D | -11.6% | -7.3% | -4.3% | -11.3% |
| 3M | +10.5% | +5.5% | +4.9% | +9.3% |
| 6M | -17.8% | +18.3% | -36.1% | -20.0% |
| YTD | -24.9% | +11.4% | -36.4% | -26.9% |
| 1Y | -36.8% | +12.7% | -49.5% | -38.8% |
| All | -7.5% | +772.1% | -779.6% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling