+15.7%
GEN vs PTC
+10.2%
+5.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +30.9% |
| 3M | +6.1% | +30.4% | -24.3% | -2.5% |
| 6M | +38.1% | +34.4% | +3.7% | +25.3% |
| YTD | +14.4% | +12.6% | +1.8% | +15.4% |
| All | +15.7% | +10.2% | +5.5% | +17.8% |
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