+8,297.1%
GEN vs PTC
+6,346.6%
+1,950.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.0% | +3.9% | -0.4% |
| 7D | -1.2% | -10.3% | +9.1% | +2.0% |
| 30D | +10.1% | +1.1% | +9.0% | +9.6% |
| 3M | +16.1% | +1.6% | +14.5% | +15.0% |
| 6M | +38.9% | -13.5% | +52.3% | +44.3% |
| YTD | +14.4% | -19.1% | +33.5% | +21.4% |
| 1Y | +5.9% | -33.9% | +39.7% | +19.0% |
| 3Y | +58.8% | -3.9% | +62.7% | +58.3% |
| 5Y | +24.7% | +6.0% | +18.6% | +18.3% |
| 10Y | +163.1% | +223.7% | -60.7% | +68.6% |
| All | +8,297.1% | +6,346.6% | +1,950.5% | +916.3% |
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 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