-36.8%
PTC vs WCN
-8.7%
-28.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.8% |
| 7D | -13.6% | -1.7% | -11.8% | -12.9% |
| 30D | -14.7% | -3.0% | -11.7% | -13.6% |
| 3M | -5.9% | +2.5% | -8.4% | -6.2% |
| 6M | -21.1% | -5.7% | -15.4% | -18.8% |
| YTD | -26.0% | -7.4% | -18.6% | -24.2% |
| 1Y | -36.8% | -8.6% | -28.2% | -34.5% |
| All | -36.8% | -8.7% | -28.1% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling