-37.4%
PTC vs VRSN
+1.6%
-39.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.4% | -2.1% | -4.1% |
| 7D | -12.8% | -2.1% | -10.7% | -11.9% |
| 30D | -9.8% | -3.9% | -5.9% | -8.2% |
| 3M | -2.1% | -0.1% | -1.9% | -2.2% |
| 6M | -18.1% | +16.4% | -34.5% | -22.6% |
| YTD | -23.5% | +17.2% | -40.7% | -28.1% |
| 1Y | -37.4% | +1.0% | -38.3% | -41.1% |
| All | -37.4% | +1.6% | -39.0% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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