+4.8%
INDA vs PTEN
+89.3%
-84.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.6% | +2.8% | -6.4% | -3.7% |
| 30D | -4.0% | +17.6% | -21.5% | -4.7% |
| 3M | +1.7% | +8.2% | -6.5% | +1.2% |
| 6M | -3.6% | +38.1% | -41.7% | -5.8% |
| YTD | -11.0% | +117.3% | -128.3% | -15.8% |
| 1Y | -9.5% | +146.1% | -155.6% | -15.4% |
| 3Y | +7.6% | -3.0% | +10.7% | +5.8% |
| 5Y | +4.8% | +93.5% | -88.7% | -6.3% |
| All | +4.8% | +89.3% | -84.5% | -6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling