+8,866.4%
PTC vs WY
+607.0%
+8,259.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +0.5% | -5.1% | +5.5% | +2.7% |
| 30D | +0.9% | +9.0% | -8.1% | -3.2% |
| 3M | +30.4% | -16.7% | +47.1% | +40.2% |
| 6M | +34.4% | -10.3% | +44.7% | +38.7% |
| YTD | +12.6% | -10.5% | +23.1% | +15.1% |
| 1Y | +10.2% | -5.9% | +16.1% | +10.0% |
| 3Y | +29.4% | -24.7% | +54.1% | +39.4% |
| 5Y | +63.7% | -31.5% | +95.3% | +82.6% |
| 10Y | +316.9% | +4.7% | +312.2% | +254.2% |
| All | +8,866.4% | +607.0% | +8,259.4% | +2,595.9% |
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