+203.4%
PTC vs RGEN
+406.9%
-203.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.6% |
| 7D | -12.8% | -0.9% | -11.9% | -12.6% |
| 30D | -9.8% | +2.8% | -12.6% | -10.4% |
| 3M | -2.1% | +34.5% | -36.5% | -9.5% |
| 6M | -18.1% | +40.5% | -58.6% | -25.7% |
| YTD | -23.5% | +2.8% | -26.4% | -25.2% |
| 1Y | -37.4% | +39.6% | -77.0% | -43.6% |
| 3Y | -7.2% | +4.4% | -11.6% | -15.3% |
| 5Y | +2.7% | -42.8% | +45.4% | +4.2% |
| 10Y | +203.4% | +406.7% | -203.3% | +62.2% |
| All | +203.4% | +406.9% | -203.4% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling