+6,346.6%
PTC vs WY
+688.1%
+5,658.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.9% | -6.4% |
| 7D | -10.3% | -1.7% | -8.5% | -9.6% |
| 30D | +1.1% | -10.1% | +11.2% | +5.8% |
| 3M | +1.6% | -5.1% | +6.7% | +3.3% |
| 6M | -13.5% | -4.8% | -8.7% | -12.8% |
| YTD | -19.1% | -0.2% | -18.8% | -20.6% |
| 1Y | -33.9% | -6.6% | -27.3% | -33.4% |
| 3Y | -3.9% | -22.7% | +18.8% | +3.0% |
| 5Y | +6.0% | -22.2% | +28.3% | +12.3% |
| 10Y | +223.7% | +7.3% | +216.5% | +173.6% |
| All | +6,346.6% | +688.1% | +5,658.5% | +1,760.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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