+15.9%
ECHO vs PTC
-38.1%
+53.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.5% | +9.5% | +3.6% |
| 7D | +8.6% | -12.8% | +21.4% | +7.7% |
| 30D | +3.8% | -9.8% | +13.5% | +3.2% |
| 3M | -19.9% | -2.1% | -17.8% | -20.1% |
| 6M | -12.1% | -18.1% | +6.0% | -7.5% |
| YTD | -14.1% | -23.5% | +9.4% | -8.8% |
| 1Y | +15.9% | -37.4% | +53.2% | +18.2% |
| All | +15.9% | -38.1% | +53.9% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling