+113.2%
WDC vs PTC
+0.1%
+113.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.6% | -7.3% | -6.7% |
| 7D | -18.3% | +0.1% | -18.4% | -18.3% |
| 30D | -26.7% | +1.5% | -28.2% | -26.5% |
| 3M | -40.9% | +37.8% | -78.7% | -35.8% |
| 6M | -26.8% | +41.2% | -68.0% | -14.5% |
| YTD | +88.2% | +12.0% | +76.1% | +114.0% |
| 1Y | +113.2% | +1.6% | +111.6% | +140.5% |
| All | +113.2% | +0.1% | +113.1% | +140.5% |
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