+524.2%
PTC vs WCC
+1,412.6%
-888.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | -0.4% |
| 7D | -0.2% | -14.7% | +14.5% | +4.2% |
| 30D | +0.8% | -20.1% | +20.8% | +7.0% |
| 3M | +32.1% | -21.2% | +53.3% | +39.8% |
| 6M | +42.6% | -19.2% | +61.8% | +47.4% |
| YTD | +12.0% | +20.2% | -8.2% | +0.4% |
| 1Y | +12.2% | +14.5% | -2.3% | +1.9% |
| 3Y | +31.2% | +115.1% | -83.9% | -8.1% |
| 5Y | +54.9% | +121.5% | -66.6% | +1.9% |
| 10Y | +343.1% | +468.1% | -125.0% | +90.8% |
| All | +524.2% | +1,412.6% | -888.4% | +26.1% |
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