+55.6%
RGTI vs PTC
+0.6%
+55.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.1% | -14.2% | +14.1% | +10.3% |
| 30D | -16.2% | -14.4% | -1.8% | -7.7% |
| 3M | -22.0% | -4.7% | -17.3% | -23.1% |
| 6M | -10.8% | -19.3% | +8.5% | -0.2% |
| YTD | -31.6% | -26.1% | -5.4% | -18.0% |
| 1Y | -6.4% | -37.1% | +30.7% | +29.9% |
| 3Y | +665.7% | -10.4% | +676.0% | +681.5% |
| 5Y | +55.6% | +2.5% | +53.2% | +36.1% |
| All | +55.6% | +0.6% | +55.0% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling