+351.3%
PTC vs WCC
+1,713.7%
-1,362.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.9% | -9.9% | -7.2% |
| 7D | -10.3% | +4.5% | -14.7% | -11.6% |
| 30D | +1.1% | -5.8% | +6.9% | +2.6% |
| 3M | +1.6% | -3.7% | +5.3% | +1.2% |
| 6M | -13.5% | +23.1% | -36.5% | -21.4% |
| YTD | -19.1% | +44.2% | -63.2% | -30.5% |
| 1Y | -33.9% | +62.1% | -96.0% | -45.7% |
| 3Y | -3.9% | +121.1% | -125.0% | -32.4% |
| 5Y | +6.0% | +214.0% | -207.9% | -36.8% |
| 10Y | +223.7% | +472.8% | -249.1% | +40.7% |
| All | +351.3% | +1,713.7% | -1,362.5% | -12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling