+21.8%
GEN vs PTC
+0.1%
+21.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | +26.9% | +0.1% | +26.8% | +26.8% |
| 30D | +38.6% | +1.5% | +37.1% | +38.0% |
| 3M | +9.7% | +37.8% | -28.0% | -2.2% |
| 6M | +58.9% | +41.2% | +17.7% | +38.6% |
| YTD | +15.3% | +12.0% | +3.3% | +13.7% |
| 1Y | +21.8% | +1.6% | +20.1% | +24.0% |
| All | +21.8% | +0.1% | +21.7% | +24.0% |
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