-37.4%
PTC vs WCC
+64.4%
-101.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.5% | -8.0% | -5.4% |
| 7D | -12.8% | +8.5% | -21.3% | -12.5% |
| 30D | -9.8% | -1.0% | -8.8% | -9.7% |
| 3M | -2.1% | +2.1% | -4.2% | -1.7% |
| 6M | -18.1% | +36.8% | -54.9% | -20.4% |
| YTD | -23.5% | +47.7% | -71.2% | -27.6% |
| 1Y | -37.4% | +66.5% | -103.9% | -42.5% |
| All | -37.4% | +64.4% | -101.8% | -42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling