-33.9%
PTC vs NVMI
+53.9%
-87.7%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +5.5% | -11.5% | -5.4% |
| 7D | -10.3% | +6.6% | -16.9% | -9.6% |
| 30D | +1.1% | -7.5% | +8.7% | +0.5% |
| 3M | +1.6% | -28.5% | +30.1% | -0.8% |
| 6M | -13.5% | -15.7% | +2.3% | -17.1% |
| YTD | -19.1% | +13.3% | -32.4% | -27.1% |
| 1Y | -33.9% | +48.3% | -82.2% | -41.3% |
| All | -33.9% | +53.9% | -87.7% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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