+5,240.8%
GRMN vs PTC
+365.2%
+4,875.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +6.0% | +1.4% |
| 7D | -2.9% | -10.3% | +7.4% | -0.3% |
| 30D | -8.4% | +1.1% | -9.6% | -8.9% |
| 3M | +15.0% | +1.6% | +13.4% | +13.8% |
| 6M | +11.2% | -13.5% | +24.7% | +14.1% |
| YTD | +37.7% | -19.1% | +56.8% | +43.5% |
| 1Y | +18.5% | -33.9% | +52.3% | +29.7% |
| 3Y | +175.8% | -3.9% | +179.7% | +173.0% |
| 5Y | +75.1% | +6.0% | +69.1% | +67.3% |
| 10Y | +637.0% | +223.7% | +413.3% | +423.0% |
| All | +5,240.8% | +365.2% | +4,875.6% | +2,744.7% |
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