-47.1%
EOSE vs PTC
-33.3%
-13.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -6.0% | +16.9% | +11.3% |
| 7D | +19.0% | -10.3% | +29.3% | +20.3% |
| 30D | +1.6% | +1.1% | +0.4% | +0.8% |
| 3M | -52.0% | +1.6% | -53.6% | -51.6% |
| 6M | -42.5% | -13.5% | -29.0% | -38.6% |
| YTD | -66.1% | -19.1% | -47.1% | -60.7% |
| 1Y | -47.1% | -33.9% | -13.3% | -18.2% |
| All | -47.1% | -33.3% | -13.9% | -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