+316.7%
PTC vs WCC
+460.5%
-143.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | +1.3% | -9.9% | +11.2% | +3.7% |
| 30D | +1.1% | -13.4% | +14.5% | +4.2% |
| 3M | +30.1% | -13.5% | +43.6% | +33.3% |
| 6M | +34.0% | -10.6% | +44.6% | +34.3% |
| YTD | +12.8% | +30.1% | -17.3% | -0.7% |
| 1Y | +10.7% | +22.3% | -11.6% | -0.9% |
| 3Y | +29.6% | +130.3% | -100.6% | -10.2% |
| 5Y | +63.5% | +144.5% | -81.0% | +4.5% |
| 10Y | +316.7% | +431.8% | -115.2% | +96.5% |
| All | +316.7% | +460.5% | -143.8% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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