+28.8%
PTC vs WTW
+44.7%
-15.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.8% |
| 7D | +0.5% | +2.0% | -1.5% | -0.2% |
| 30D | +1.2% | +12.9% | -11.7% | -3.0% |
| 3M | +27.4% | +0.7% | +26.6% | +27.0% |
| 6M | +39.2% | +39.5% | -0.3% | +26.1% |
| YTD | +12.5% | +3.1% | +9.4% | +8.8% |
| 1Y | +12.3% | +4.8% | +7.5% | +7.9% |
| 3Y | +28.8% | +42.9% | -14.1% | +14.4% |
| All | +28.8% | +44.7% | -15.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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