+928.6%
WDC vs PTC
+6.0%
+922.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.0% | +11.9% | +7.7% |
| 7D | +1.7% | -10.3% | +12.0% | +5.0% |
| 30D | -10.0% | +1.1% | -11.1% | -11.2% |
| 3M | -18.8% | +1.6% | -20.4% | -20.9% |
| 6M | +79.0% | -13.5% | +92.5% | +86.4% |
| YTD | +171.6% | -19.1% | +190.6% | +189.7% |
| 1Y | +417.4% | -33.9% | +451.3% | +516.0% |
| 3Y | +1,251.8% | -3.9% | +1,255.7% | +1,148.0% |
| All | +928.6% | +6.0% | +922.6% | +741.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling