+646.8%
RGTI vs PTC
-10.7%
+657.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.1% | -14.2% | +14.1% | +9.7% |
| 30D | -16.2% | -14.4% | -1.8% | -8.1% |
| 3M | -22.0% | -4.7% | -17.3% | -22.8% |
| 6M | -10.8% | -19.3% | +8.5% | +2.1% |
| YTD | -31.6% | -26.1% | -5.4% | -15.0% |
| 1Y | -6.4% | -37.1% | +30.7% | +38.2% |
| All | +646.8% | -10.7% | +657.5% | +488.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling