+159.2%
GEN vs PTC
+312.8%
-153.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | +31.2% | +0.9% | +30.3% | +30.8% |
| 3M | +6.1% | +30.4% | -24.3% | -4.2% |
| 6M | +38.1% | +34.4% | +3.7% | +22.7% |
| YTD | +14.4% | +12.6% | +1.8% | +7.7% |
| 1Y | +15.1% | +10.2% | +5.0% | +9.2% |
| 3Y | +68.5% | +29.4% | +39.2% | +49.7% |
| 5Y | +35.8% | +63.7% | -27.9% | +10.6% |
| All | +159.2% | +312.8% | -153.5% | +51.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling