+16.2%
GEN vs PTC
+10.9%
+5.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +28.7% |
| 3M | +2.9% | +30.1% | -27.2% | -5.3% |
| 6M | +33.6% | +34.0% | -0.4% | +21.5% |
| YTD | +12.0% | +12.8% | -0.8% | +13.2% |
| 1Y | +16.2% | +10.7% | +5.4% | +18.2% |
| All | +16.2% | +10.9% | +5.2% | +18.2% |
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