+1,245.5%
WDC vs PTC
+204.7%
+1,040.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.5% | +7.6% | +4.5% |
| 7D | +6.0% | -12.8% | +18.8% | +12.1% |
| 30D | +9.9% | -9.8% | +19.7% | +14.0% |
| 3M | -9.4% | -2.1% | -7.3% | -12.3% |
| 6M | +94.7% | -18.1% | +112.8% | +104.1% |
| YTD | +177.4% | -23.5% | +200.9% | +197.4% |
| 1Y | +412.6% | -37.4% | +449.9% | +509.9% |
| 3Y | +1,359.8% | -7.2% | +1,367.0% | +1,268.2% |
| 5Y | +992.6% | +2.7% | +989.9% | +847.6% |
| 10Y | +1,245.5% | +203.4% | +1,042.1% | +497.8% |
| All | +1,245.5% | +204.7% | +1,040.8% | +497.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling