+260.0%
WPM vs PTC
+1.8%
+258.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.5% | +5.6% | +0.8% |
| 7D | +7.0% | -12.8% | +19.8% | +9.0% |
| 30D | +15.7% | -9.8% | +25.5% | +17.3% |
| 3M | +35.2% | -2.1% | +37.3% | +35.1% |
| 6M | +6.1% | -18.1% | +24.2% | +9.0% |
| YTD | +32.6% | -23.5% | +56.1% | +37.6% |
| 1Y | +46.9% | -37.4% | +84.3% | +58.2% |
| 3Y | +276.3% | -7.2% | +283.5% | +264.9% |
| 5Y | +260.0% | +2.7% | +257.3% | +218.9% |
| All | +260.0% | +1.8% | +258.2% | +218.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling