+101,598.5%
TECH vs PTC
+8,885.1%
+92,713.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | +0.2% | +1.3% | -1.1% | 0.0% |
| 30D | +0.5% | +1.1% | -0.6% | +0.3% |
| 3M | +1.1% | +30.1% | -29.1% | -4.6% |
| 6M | +51.0% | +34.0% | +17.0% | +40.9% |
| YTD | +24.4% | +12.8% | +11.5% | +19.6% |
| 1Y | +27.4% | +10.7% | +16.7% | +23.0% |
| 3Y | +28.5% | +29.6% | -1.2% | +20.1% |
| 5Y | -40.9% | +63.5% | -104.4% | -46.8% |
| 10Y | +192.5% | +316.7% | -124.2% | +123.4% |
| All | +101,598.5% | +8,885.1% | +92,713.3% | +44,781.0% |
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 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