+317.2%
PTC vs WWD
+494.7%
-177.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.5% | -1.2% |
| 7D | +0.8% | +4.2% | -3.4% | -0.7% |
| 30D | +0.7% | -0.8% | +1.5% | +0.6% |
| 3M | +32.6% | -8.2% | +40.8% | +35.5% |
| 6M | +33.6% | -9.8% | +43.4% | +35.3% |
| YTD | +12.4% | +10.4% | +2.0% | +3.6% |
| 1Y | +11.2% | +25.5% | -14.2% | -3.0% |
| 3Y | +31.7% | +155.8% | -124.1% | -16.1% |
| 5Y | +60.1% | +187.3% | -127.3% | -5.0% |
| 10Y | +317.2% | +462.7% | -145.5% | +84.0% |
| All | +317.2% | +494.7% | -177.5% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling