+316.7%
PTC vs WWD
+460.9%
-144.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | +1.3% | +0.4% | +0.9% | +1.0% |
| 30D | +1.1% | -0.4% | +1.5% | +0.8% |
| 3M | +30.1% | -6.1% | +36.2% | +32.0% |
| 6M | +34.0% | -9.5% | +43.5% | +35.7% |
| YTD | +12.8% | +10.8% | +2.0% | +3.8% |
| 1Y | +10.7% | +23.5% | -12.8% | -2.8% |
| 3Y | +29.6% | +151.3% | -121.6% | -16.7% |
| 5Y | +63.5% | +187.8% | -124.3% | -3.0% |
| 10Y | +316.7% | +461.1% | -144.4% | +82.9% |
| All | +316.7% | +460.9% | -144.2% | +82.9% |
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