+411.1%
WDC vs PTC
-39.6%
+450.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.3% | -0.8% |
| 7D | +7.5% | -13.6% | +21.0% | -0.6% |
| 30D | +10.1% | -14.7% | +24.7% | +1.5% |
| 3M | -6.8% | -5.9% | -0.9% | -4.0% |
| 6M | +84.1% | -21.1% | +105.3% | +81.7% |
| YTD | +180.3% | -26.0% | +206.3% | +185.2% |
| 1Y | +411.1% | -36.8% | +447.9% | +437.2% |
| All | +411.1% | -39.6% | +450.7% | +437.2% |
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