+203.4%
PTC vs WCC
+509.2%
-305.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.5% | -8.0% | -6.2% |
| 7D | -12.8% | +8.5% | -21.3% | -14.8% |
| 30D | -9.8% | -1.0% | -8.8% | -9.9% |
| 3M | -2.1% | +2.1% | -4.2% | -4.0% |
| 6M | -18.1% | +36.8% | -54.9% | -27.3% |
| YTD | -23.5% | +47.7% | -71.2% | -34.1% |
| 1Y | -37.4% | +66.5% | -103.9% | -48.3% |
| 3Y | -7.2% | +134.2% | -141.4% | -34.8% |
| 5Y | +2.7% | +231.6% | -229.0% | -39.2% |
| 10Y | +203.4% | +508.1% | -304.7% | +28.0% |
| All | +203.4% | +509.2% | -305.8% | +28.0% |
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