+101,542.6%
TECH vs PTC
+8,817.5%
+92,725.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | +0.3% | +0.8% | -0.4% | +0.2% |
| 3M | +1.3% | +32.1% | -30.8% | -4.7% |
| 6M | +54.0% | +42.6% | +11.3% | +42.1% |
| YTD | +24.3% | +12.0% | +12.3% | +19.7% |
| 1Y | +25.8% | +12.2% | +13.6% | +21.1% |
| 3Y | +26.0% | +31.2% | -5.3% | +17.5% |
| 5Y | -40.1% | +54.9% | -95.0% | -45.6% |
| 10Y | +210.6% | +343.1% | -132.6% | +135.1% |
| All | +101,542.6% | +8,817.5% | +92,725.1% | +44,815.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling