+10.2%
PTC vs WST
+49.3%
-39.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +0.5% | +1.0% | -0.5% | +0.3% |
| 30D | +0.9% | +12.3% | -11.4% | -1.6% |
| 3M | +30.4% | +17.5% | +12.9% | +26.4% |
| 6M | +34.4% | +28.2% | +6.2% | +28.5% |
| YTD | +12.6% | +50.4% | -37.8% | +3.3% |
| 1Y | +10.2% | +49.3% | -39.1% | +1.1% |
| All | +10.2% | +49.3% | -39.2% | +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