-84.8%
EOSE vs PTC
+0.1%
-84.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.6% | +12.1% | +12.6% |
| 7D | +9.7% | +0.1% | +9.6% | +9.7% |
| 30D | -34.6% | +1.5% | -36.1% | -34.5% |
| 3M | -50.8% | +37.8% | -88.6% | -50.4% |
| 6M | -66.5% | +41.2% | -107.7% | -66.1% |
| YTD | -81.3% | +12.0% | -93.4% | -80.2% |
| 1Y | -84.8% | +1.6% | -86.5% | -83.5% |
| All | -84.8% | +0.1% | -84.9% | -83.5% |
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