+657.6%
GWW vs PTC
+317.3%
+340.2%
-41.6%
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 | 0.0% | +0.5% | -0.5% | -0.1% |
| 30D | +14.0% | +0.9% | +13.1% | +13.7% |
| 3M | +14.4% | +30.4% | -16.0% | +5.5% |
| 6M | +21.7% | +34.4% | -12.7% | +10.5% |
| YTD | +48.4% | +12.6% | +35.9% | +41.0% |
| 1Y | +58.4% | +10.2% | +48.2% | +51.3% |
| 3Y | +92.3% | +29.4% | +62.9% | +72.9% |
| 5Y | +221.8% | +63.7% | +158.1% | +165.3% |
| 10Y | +657.6% | +316.9% | +340.7% | +425.7% |
| All | +657.6% | +317.3% | +340.2% | +425.7% |
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