+317.2%
PTC vs RGEN
+508.6%
-191.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | -0.3% |
| 7D | +0.8% | +3.5% | -2.7% | -0.1% |
| 30D | +0.7% | +2.9% | -2.2% | -0.2% |
| 3M | +32.6% | +9.2% | +23.4% | +29.1% |
| 6M | +33.6% | +44.9% | -11.4% | +20.2% |
| YTD | +12.4% | +9.2% | +3.2% | +7.8% |
| 1Y | +11.2% | +25.3% | -14.1% | +2.9% |
| 3Y | +31.7% | +21.7% | +9.9% | +15.9% |
| 5Y | +60.1% | -34.5% | +94.6% | +56.7% |
| 10Y | +317.2% | +478.9% | -161.7% | +109.5% |
| All | +317.2% | +508.6% | -191.5% | +109.5% |
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