+149.7%
GEN vs PTC
+315.4%
-165.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +1.0% | +1.3% | -0.3% | +0.6% |
| 30D | +29.1% | +1.1% | +28.0% | +28.6% |
| 3M | +2.9% | +30.1% | -27.2% | -7.0% |
| 6M | +33.6% | +34.0% | -0.4% | +18.8% |
| YTD | +12.0% | +12.8% | -0.8% | +5.5% |
| 1Y | +16.2% | +10.7% | +5.4% | +10.0% |
| 3Y | +65.1% | +29.6% | +35.4% | +46.5% |
| 5Y | +33.3% | +63.5% | -30.2% | +8.6% |
| 10Y | +149.7% | +316.7% | -167.0% | +46.1% |
| All | +149.7% | +315.4% | -165.7% | +46.1% |
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