+23.4%
GPN vs PTC
+10.7%
+12.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.2% |
| 7D | -5.6% | +0.5% | -6.1% | -5.8% |
| 30D | +13.6% | +1.2% | +12.4% | +13.3% |
| 3M | -2.8% | +27.4% | -30.2% | -9.2% |
| 6M | +38.1% | +39.2% | -1.1% | +23.3% |
| YTD | +19.9% | +12.5% | +7.4% | +21.9% |
| 1Y | +23.4% | +12.3% | +11.1% | +25.6% |
| All | +23.4% | +10.7% | +12.7% | +25.6% |
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