+252.7%
ECHO vs PTEN
-7.0%
+259.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +3.7% | +3.5% | +0.3% | +3.0% |
| 30D | +0.7% | +17.5% | -16.8% | -2.8% |
| 3M | -27.3% | +12.7% | -40.0% | -29.8% |
| 6M | -17.0% | +33.1% | -50.1% | -23.7% |
| YTD | -14.3% | +116.4% | -130.8% | -29.4% |
| 1Y | +20.9% | +141.2% | -120.3% | -3.4% |
| 3Y | +423.0% | -3.8% | +426.8% | +392.4% |
| 5Y | +265.7% | +92.7% | +173.0% | +176.9% |
| 10Y | +197.1% | -17.1% | +214.1% | +115.4% |
| All | +252.7% | -7.0% | +259.7% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling