+5,588.6%
GRMN vs PTC
+547.1%
+5,041.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +1.7% | +0.5% | +1.2% | +1.5% |
| 30D | +10.2% | +0.9% | +9.3% | +9.9% |
| 3M | -4.7% | +30.4% | -35.1% | -12.0% |
| 6M | +22.3% | +34.4% | -12.1% | +11.4% |
| YTD | +46.7% | +12.6% | +34.1% | +39.1% |
| 1Y | +49.6% | +10.2% | +39.5% | +42.6% |
| 3Y | +165.3% | +29.4% | +135.9% | +141.0% |
| 5Y | +130.3% | +63.7% | +66.6% | +95.7% |
| 10Y | +658.0% | +316.9% | +341.1% | +398.5% |
| All | +5,588.6% | +547.1% | +5,041.5% | +2,657.4% |
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