+311.9%
PTC vs RGEN
+415.2%
-103.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +0.5% | -3.3% | +3.8% | +1.2% |
| 30D | +1.2% | -5.8% | +7.1% | +2.4% |
| 3M | +27.4% | +0.2% | +27.2% | +26.5% |
| 6M | +39.2% | +56.8% | -17.6% | +22.9% |
| YTD | +12.5% | +2.4% | +10.1% | +9.5% |
| 1Y | +12.3% | +11.4% | +0.8% | +6.9% |
| 3Y | +28.8% | +15.2% | +13.7% | +14.8% |
| 5Y | +60.9% | -35.1% | +96.0% | +57.4% |
| All | +311.9% | +415.2% | -103.3% | +114.6% |
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