+711.3%
WPM vs PTC
+312.5%
+398.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | +0.5% | -4.0% | -3.6% |
| 30D | +1.4% | +1.2% | +0.2% | +1.3% |
| 3M | -0.2% | +27.4% | -27.5% | -4.0% |
| 6M | -7.3% | +39.2% | -46.5% | -12.4% |
| YTD | +12.3% | +12.5% | -0.2% | +9.5% |
| 1Y | +24.9% | +12.3% | +12.6% | +21.7% |
| 3Y | +210.4% | +28.8% | +181.5% | +191.3% |
| 5Y | +210.4% | +60.9% | +149.5% | +177.6% |
| All | +711.3% | +312.5% | +398.8% | +563.0% |
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 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