+316.9%
PTC vs WCN
+309.3%
+7.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | +0.5% | +0.4% | +0.1% | +0.2% |
| 30D | +0.9% | +25.3% | -24.4% | -11.6% |
| 3M | +30.4% | +15.4% | +14.9% | +19.7% |
| 6M | +34.4% | +27.8% | +6.6% | +16.2% |
| YTD | +12.6% | +10.6% | +2.0% | +5.2% |
| 1Y | +10.2% | +15.8% | -5.6% | 0.0% |
| 3Y | +29.4% | +50.3% | -20.9% | -2.8% |
| 5Y | +63.7% | +46.9% | +16.8% | +22.9% |
| 10Y | +316.9% | +318.8% | -1.9% | +86.5% |
| All | +316.9% | +309.3% | +7.6% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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