+122.3%
PTC vs VRSN
+6,651.0%
-6,528.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.6% | -5.9% |
| 7D | -10.3% | +0.1% | -10.3% | -10.3% |
| 30D | +1.1% | -0.2% | +1.3% | +1.2% |
| 3M | +1.6% | -0.3% | +1.9% | +1.6% |
| 6M | -13.5% | +23.0% | -36.5% | -19.7% |
| YTD | -19.1% | +21.3% | -40.4% | -24.7% |
| 1Y | -33.9% | +6.7% | -40.6% | -35.8% |
| 3Y | -3.9% | +45.0% | -48.9% | -16.8% |
| 5Y | +6.0% | +35.0% | -29.0% | -6.5% |
| 10Y | +223.7% | +276.3% | -52.6% | +103.3% |
| All | +122.3% | +6,651.0% | -6,528.7% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling