+149.0%
GEN vs PTC
+204.7%
-55.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.5% | +2.8% | -0.9% |
| 7D | -0.7% | -12.8% | +12.1% | +3.9% |
| 30D | +2.6% | -9.8% | +12.4% | +6.2% |
| 3M | +15.8% | -2.1% | +17.8% | +15.9% |
| 6M | +33.1% | -18.1% | +51.2% | +41.3% |
| YTD | +11.3% | -23.5% | +34.8% | +20.8% |
| 1Y | +1.7% | -37.4% | +39.0% | +17.3% |
| 3Y | +58.1% | -7.2% | +65.4% | +59.4% |
| 5Y | +20.6% | +2.7% | +18.0% | +15.9% |
| 10Y | +149.0% | +203.4% | -54.4% | +71.0% |
| All | +149.0% | +204.7% | -55.7% | +71.0% |
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 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