+293.0%
CDW vs PTC
+334.9%
-41.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.1% | -0.2% | +2.3% | +2.2% |
| 30D | +14.7% | +0.8% | +14.0% | +14.4% |
| 3M | +11.1% | +32.1% | -21.0% | -3.8% |
| 6M | +45.6% | +42.6% | +3.0% | +20.3% |
| YTD | +17.1% | +12.0% | +5.1% | +7.9% |
| 1Y | +13.2% | +12.2% | +1.0% | +4.1% |
| 3Y | -22.2% | +31.2% | -53.4% | -34.6% |
| 5Y | -10.1% | +54.9% | -65.0% | -31.4% |
| All | +293.0% | +334.9% | -41.9% | +96.0% |
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