-37.4%
PTC vs WU
-11.3%
-26.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.5% | -3.0% | -5.2% |
| 7D | -12.8% | -0.8% | -11.9% | -12.7% |
| 30D | -9.8% | -1.1% | -8.7% | -9.6% |
| 3M | -2.1% | -1.8% | -0.3% | -3.0% |
| 6M | -18.1% | -23.9% | +5.8% | -16.5% |
| YTD | -23.5% | -20.4% | -3.1% | -22.2% |
| 1Y | -37.4% | -10.6% | -26.8% | -36.9% |
| All | -37.4% | -11.3% | -26.1% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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