+31.7%
PTC vs WCN
+47.6%
-15.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +0.8% | +1.2% | -0.4% | +0.4% |
| 30D | +0.7% | +24.6% | -23.9% | -6.6% |
| 3M | +32.6% | +14.2% | +18.4% | +26.9% |
| 6M | +33.6% | +25.7% | +7.9% | +24.0% |
| YTD | +12.4% | +9.3% | +3.2% | +9.1% |
| 1Y | +11.2% | +15.3% | -4.1% | +6.0% |
| 3Y | +31.7% | +48.6% | -16.9% | +18.2% |
| All | +31.7% | +47.6% | -15.9% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling