+1.7%
GEN vs PTC
-38.1%
+39.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.5% | +2.8% | +0.2% |
| 7D | -0.7% | -12.8% | +12.1% | +6.5% |
| 30D | +2.6% | -9.8% | +12.4% | +8.1% |
| 3M | +15.8% | -2.1% | +17.9% | +15.8% |
| 6M | +33.1% | -18.1% | +51.2% | +48.3% |
| YTD | +11.3% | -23.5% | +34.8% | +27.1% |
| 1Y | +1.7% | -37.4% | +39.0% | +26.3% |
| All | +1.7% | -38.1% | +39.7% | +26.3% |
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