+435.3%
GNRC vs PTC
+205.0%
+230.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | +2.2% |
| 7D | -0.2% | -7.3% | +7.1% | +3.2% |
| 30D | -15.7% | -11.6% | -4.1% | -11.5% |
| 3M | -27.3% | +10.5% | -37.8% | -32.6% |
| 6M | -12.1% | -17.8% | +5.8% | -7.0% |
| YTD | +37.1% | -24.9% | +62.0% | +50.5% |
| 1Y | -0.5% | -36.8% | +36.4% | +20.2% |
| 3Y | +61.5% | -8.7% | +70.2% | +55.9% |
| 5Y | -58.6% | +4.1% | -62.7% | -62.7% |
| All | +435.3% | +205.0% | +230.3% | +188.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling