+183.2%
GRMN vs PTC
-8.0%
+191.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +5.0% | +1.2% |
| 7D | +0.2% | -12.8% | +13.0% | +4.4% |
| 30D | -11.3% | -9.8% | -1.5% | -8.7% |
| 3M | +17.7% | -2.1% | +19.8% | +17.4% |
| 6M | +14.2% | -18.1% | +32.3% | +21.3% |
| YTD | +37.0% | -23.5% | +60.5% | +49.0% |
| 1Y | +17.0% | -37.4% | +54.3% | +36.9% |
| 3Y | +183.2% | -7.2% | +190.4% | +180.8% |
| All | +183.2% | -8.0% | +191.2% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling