+31.2%
PTC vs RGEN
+15.5%
+15.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.7% | -0.3% |
| 7D | -0.2% | -1.9% | +1.7% | 0.0% |
| 30D | +0.8% | +3.7% | -3.0% | -0.1% |
| 3M | +32.1% | +8.8% | +23.3% | +29.9% |
| 6M | +42.6% | +38.0% | +4.7% | +34.2% |
| YTD | +12.0% | +5.9% | +6.1% | +9.7% |
| 1Y | +12.2% | +19.7% | -7.5% | +7.6% |
| 3Y | +31.2% | +20.5% | +10.7% | +25.3% |
| All | +31.2% | +15.5% | +15.7% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling