+53.9%
RGTI vs PTC
-10.1%
+64.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.3% | -0.3% | -1.5% |
| 7D | +2.5% | -13.6% | +16.1% | +11.9% |
| 30D | -13.7% | -14.7% | +1.0% | -5.4% |
| 3M | -22.6% | -5.9% | -16.7% | -22.8% |
| 6M | -13.4% | -21.1% | +7.7% | -2.2% |
| YTD | -31.2% | -26.0% | -5.2% | -18.7% |
| 1Y | -7.6% | -36.8% | +29.2% | +24.4% |
| 3Y | +669.7% | -10.3% | +680.0% | +698.3% |
| 5Y | +57.0% | +1.2% | +55.9% | +42.0% |
| All | +53.9% | -10.1% | +64.1% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling