+73.2%
STX vs PTC
+10.5%
+62.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.4% | +9.4% | +9.9% |
| 7D | -14.8% | +0.8% | -15.6% | -14.6% |
| 30D | -35.4% | +0.7% | -36.1% | -35.3% |
| 3M | -37.7% | +32.6% | -70.3% | -34.7% |
| 6M | -35.2% | +33.6% | -68.8% | -26.8% |
| YTD | +84.4% | +12.4% | +72.0% | +111.4% |
| All | +73.2% | +10.5% | +62.6% | +99.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling