+417.4%
WDC vs PTC
-33.3%
+450.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.0% | +11.9% | +2.5% |
| 7D | +1.7% | -10.3% | +12.0% | -4.0% |
| 30D | -10.0% | +1.1% | -11.1% | -8.3% |
| 3M | -18.8% | +1.6% | -20.4% | -12.5% |
| 6M | +79.0% | -13.5% | +92.5% | +85.7% |
| YTD | +171.6% | -19.1% | +190.6% | +189.8% |
| 1Y | +417.4% | -33.9% | +451.3% | +474.1% |
| All | +417.4% | -33.3% | +450.6% | +474.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling