+10.4%
PTC vs WST
+52.7%
-42.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | -0.3% |
| 7D | +0.8% | +1.3% | -0.5% | +0.5% |
| 30D | +0.7% | +12.9% | -12.1% | -1.9% |
| 3M | +32.6% | +16.7% | +15.9% | +28.7% |
| 6M | +33.6% | +26.8% | +6.7% | +27.9% |
| YTD | +12.4% | +50.5% | -38.1% | +3.2% |
| All | +10.4% | +52.7% | -42.4% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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