+54.2%
RGTI vs PTC
-8.8%
+63.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.3% |
| 7D | +0.5% | -7.3% | +7.7% | +5.1% |
| 30D | -17.1% | -11.6% | -5.5% | -11.1% |
| 3M | -26.0% | +10.5% | -36.4% | -33.1% |
| 6M | -9.9% | -17.8% | +8.0% | -1.2% |
| YTD | -31.1% | -24.9% | -6.1% | -19.3% |
| 1Y | -8.5% | -36.8% | +28.3% | +23.4% |
| 3Y | +652.2% | -8.7% | +660.9% | +671.8% |
| 5Y | +56.8% | +4.1% | +52.7% | +40.5% |
| All | +54.2% | -8.8% | +63.1% | +37.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling