+29.6%
PTC vs INDA
+18.0%
+11.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +1.3% | +6.2% | -4.9% | -1.7% |
| 30D | +1.1% | +12.4% | -11.3% | -4.7% |
| 3M | +30.1% | +3.2% | +27.0% | +28.2% |
| 6M | +34.0% | +3.8% | +30.3% | +31.6% |
| YTD | +12.8% | -4.3% | +17.1% | +15.8% |
| 1Y | +10.7% | -4.5% | +15.2% | +13.7% |
| 3Y | +29.6% | +17.1% | +12.5% | +20.4% |
| All | +29.6% | +18.0% | +11.6% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling