+2,148.2%
GNRC vs PTC
+719.1%
+1,429.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +7.0% | +3.9% |
| 7D | +4.8% | -12.8% | +17.6% | +10.9% |
| 30D | -10.4% | -9.8% | -0.6% | -7.0% |
| 3M | -28.5% | -2.1% | -26.4% | -30.0% |
| 6M | -6.8% | -18.1% | +11.3% | -1.8% |
| YTD | +39.5% | -23.5% | +63.0% | +50.3% |
| 1Y | +3.4% | -37.4% | +40.7% | +22.8% |
| 3Y | +65.1% | -7.2% | +72.4% | +60.0% |
| 5Y | -57.1% | +2.7% | -59.8% | -60.2% |
| 10Y | +432.5% | +203.4% | +229.1% | +197.6% |
| All | +2,148.2% | +719.1% | +1,429.1% | +670.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling