+101,053.8%
TECH vs PTC
+6,346.6%
+94,707.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.0% | +6.0% | +1.0% |
| 7D | +0.1% | -10.3% | +10.4% | +2.0% |
| 30D | +0.7% | +1.1% | -0.4% | +0.3% |
| 3M | +36.3% | +1.6% | +34.7% | +35.1% |
| 6M | +25.6% | -13.5% | +39.0% | +28.0% |
| YTD | +23.7% | -19.1% | +42.7% | +27.4% |
| 1Y | +37.6% | -33.9% | +71.5% | +46.9% |
| 3Y | -6.6% | -3.9% | -2.7% | -7.0% |
| 5Y | -42.2% | +6.0% | -48.3% | -43.4% |
| 10Y | +187.6% | +223.7% | -36.2% | +132.5% |
| All | +101,053.8% | +6,346.6% | +94,707.2% | +47,729.2% |
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