+17,845.4%
WDC vs PTC
+6,346.6%
+11,498.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.0% |
| 3M | -18.8% | +1.6% | -20.4% | -21.3% |
| 6M | +79.0% | -13.5% | +92.5% | +81.0% |
| YTD | +171.6% | -19.1% | +190.6% | +178.0% |
| 1Y | +417.4% | -33.9% | +451.3% | +462.8% |
| 3Y | +1,251.8% | -3.9% | +1,255.7% | +1,205.0% |
| 5Y | +911.7% | +6.0% | +905.7% | +841.9% |
| 10Y | +1,399.6% | +223.7% | +1,175.9% | +880.7% |
| All | +17,845.4% | +6,346.6% | +11,498.8% | +3,229.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling