+317.2%
PTC vs WING
+742.9%
-425.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.4% | -8.0% | -1.2% |
| 7D | +0.8% | +8.6% | -7.7% | -0.8% |
| 30D | +0.7% | +44.8% | -44.0% | -6.6% |
| 3M | +32.6% | +51.9% | -19.3% | +20.9% |
| 6M | +33.6% | +37.2% | -3.7% | +22.6% |
| YTD | +12.4% | -25.3% | +37.7% | +15.2% |
| 1Y | +11.2% | -25.1% | +36.3% | +13.5% |
| 3Y | +31.7% | -12.9% | +44.6% | +20.9% |
| 5Y | +60.1% | +12.0% | +48.1% | +29.0% |
| 10Y | +317.2% | +716.5% | -399.3% | +129.0% |
| All | +317.2% | +742.9% | -425.7% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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