+15,931.9%
GWW vs PTC
+8,866.4%
+7,065.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +13.8% |
| 3M | +14.4% | +30.4% | -16.0% | +9.5% |
| 6M | +21.7% | +34.4% | -12.7% | +15.6% |
| YTD | +48.4% | +12.6% | +35.9% | +44.1% |
| 1Y | +58.4% | +10.2% | +48.2% | +54.2% |
| 3Y | +92.3% | +29.4% | +62.9% | +82.3% |
| 5Y | +221.8% | +63.7% | +158.1% | +193.7% |
| 10Y | +657.6% | +316.9% | +340.7% | +502.4% |
| All | +15,931.9% | +8,866.4% | +7,065.5% | +7,809.9% |
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