+322.0%
CDW vs PTC
+317.3%
+4.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.3% |
| 7D | +2.6% | +0.5% | +2.1% | +2.4% |
| 30D | +20.4% | +0.9% | +19.5% | +20.0% |
| 3M | +28.5% | +30.4% | -1.9% | +11.9% |
| 6M | +70.6% | +34.4% | +36.2% | +45.1% |
| YTD | +29.1% | +12.6% | +16.5% | +18.7% |
| 1Y | +23.8% | +10.2% | +13.6% | +14.8% |
| 3Y | -14.5% | +29.4% | -43.8% | -27.7% |
| 5Y | -1.6% | +63.7% | -65.3% | -26.7% |
| 10Y | +322.0% | +316.9% | +5.1% | +104.8% |
| All | +322.0% | +317.3% | +4.7% | +104.8% |
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 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