+5,547.4%
GRMN vs PTC
+546.2%
+5,001.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | +6.4% | +0.8% | +5.6% | +6.2% |
| 30D | +8.7% | +0.7% | +8.0% | +8.5% |
| 3M | -5.8% | +32.6% | -38.4% | -13.4% |
| 6M | +22.5% | +33.6% | -11.0% | +11.8% |
| YTD | +45.6% | +12.4% | +33.2% | +38.1% |
| 1Y | +47.5% | +11.2% | +36.2% | +40.2% |
| 3Y | +166.2% | +31.7% | +134.6% | +140.9% |
| 5Y | +124.1% | +60.1% | +64.0% | +91.4% |
| 10Y | +668.0% | +317.2% | +350.8% | +405.1% |
| All | +5,547.4% | +546.2% | +5,001.2% | +2,638.4% |
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