+63.5%
PTC vs INDA
+10.4%
+53.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | -0.1% |
| 7D | +1.3% | +6.2% | -4.9% | -2.8% |
| 30D | +1.1% | +12.4% | -11.3% | -6.8% |
| 3M | +30.1% | +3.2% | +27.0% | +27.3% |
| 6M | +34.0% | +3.8% | +30.3% | +30.4% |
| YTD | +12.8% | -4.3% | +17.1% | +16.2% |
| 1Y | +10.7% | -4.5% | +15.2% | +14.1% |
| 3Y | +29.6% | +17.1% | +12.5% | +10.4% |
| 5Y | +63.5% | +11.0% | +52.5% | +40.9% |
| All | +63.5% | +10.4% | +53.1% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling