+3,476.8%
STX vs PTC
+200.2%
+3,276.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | +8.0% | -14.2% | +22.2% | +12.7% |
| 30D | +5.1% | -14.4% | +19.5% | +9.4% |
| 3M | +5.8% | -4.7% | +10.5% | +4.6% |
| 6M | +124.9% | -19.3% | +144.3% | +134.7% |
| YTD | +213.9% | -26.1% | +240.0% | +235.7% |
| 1Y | +350.4% | -37.1% | +387.5% | +410.7% |
| 3Y | +1,314.2% | -10.4% | +1,324.6% | +1,262.5% |
| 5Y | +1,092.8% | +2.5% | +1,090.3% | +973.5% |
| All | +3,476.8% | +200.2% | +3,276.6% | +1,791.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PTC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling