+82.3%
INDA vs PTEN
-15.6%
+97.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.0% |
| 7D | -2.7% | +3.5% | -6.1% | -3.0% |
| 30D | -2.8% | +17.5% | -20.3% | -4.3% |
| 3M | +1.6% | +12.7% | -11.1% | 0.0% |
| 6M | -1.4% | +33.1% | -34.5% | -5.2% |
| YTD | -10.1% | +116.4% | -126.6% | -18.1% |
| 1Y | -8.8% | +141.2% | -149.9% | -18.2% |
| 3Y | +7.6% | -3.8% | +11.4% | +4.1% |
| 5Y | +5.8% | +92.7% | -86.9% | -10.0% |
| All | +82.3% | -15.6% | +97.9% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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