+1,038.8%
PTC vs WU
-19.5%
+1,058.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | -0.1% |
| 7D | +1.3% | +11.0% | -9.8% | -3.3% |
| 30D | +1.1% | +13.4% | -12.3% | -4.6% |
| 3M | +30.1% | +2.2% | +27.9% | +28.4% |
| 6M | +34.0% | -18.2% | +52.2% | +42.8% |
| YTD | +12.8% | -18.3% | +31.1% | +19.6% |
| 1Y | +10.7% | -12.2% | +22.9% | +13.4% |
| 3Y | +29.6% | -20.8% | +50.5% | +34.6% |
| 5Y | +63.5% | -42.6% | +106.1% | +89.6% |
| 10Y | +316.7% | -35.5% | +352.1% | +332.8% |
| All | +1,038.8% | -19.5% | +1,058.3% | +847.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling