-8.8%
PTC vs NVDX
+815.5%
-824.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -3.1% |
| 7D | -13.6% | -0.9% | -12.7% | -13.5% |
| 30D | -14.7% | +3.0% | -17.6% | -15.0% |
| 3M | -5.9% | +6.8% | -12.7% | -7.0% |
| 6M | -21.1% | +28.6% | -49.7% | -23.7% |
| YTD | -26.0% | +17.0% | -43.0% | -28.2% |
| 1Y | -36.8% | +27.0% | -63.8% | -39.4% |
| All | -8.8% | +815.5% | -824.3% | -36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling