-41.9%
EOSE vs PTC
-37.0%
-5.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.7% | -3.9% |
| 7D | +14.0% | -14.2% | +28.2% | +14.8% |
| 30D | -5.9% | -14.4% | +8.5% | -5.3% |
| 3M | -34.3% | -4.7% | -29.6% | -34.1% |
| 6M | -37.8% | -19.3% | -18.4% | -33.7% |
| YTD | -65.2% | -26.1% | -39.1% | -58.9% |
| 1Y | -41.9% | -37.1% | -4.9% | -0.7% |
| All | -41.9% | -37.0% | -5.0% | -0.7% |
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