+8,064.2%
GEN vs PTC
+8,854.1%
-789.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -0.3% | +0.8% | -1.1% | -0.5% |
| 30D | +28.2% | +0.7% | +27.4% | +27.9% |
| 3M | +2.6% | +32.6% | -30.0% | -7.3% |
| 6M | +32.7% | +33.6% | -0.9% | +19.1% |
| YTD | +11.3% | +12.4% | -1.2% | +5.2% |
| 1Y | +17.9% | +11.2% | +6.7% | +11.8% |
| 3Y | +66.3% | +31.7% | +34.6% | +48.4% |
| 5Y | +31.7% | +60.1% | -28.4% | +8.9% |
| 10Y | +150.0% | +317.2% | -167.2% | +46.3% |
| All | +8,064.2% | +8,854.1% | -789.8% | +780.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling