+267.8%
ECHO vs ACI
+32.8%
+234.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.0% |
| 7D | +5.7% | +2.3% | +3.4% | +5.5% |
| 30D | +13.8% | +1.2% | +12.6% | +13.5% |
| 3M | +9.1% | +6.8% | +2.3% | +8.0% |
| 6M | -24.9% | -18.7% | -6.2% | -23.5% |
| YTD | -8.0% | -20.2% | +12.2% | -6.3% |
| 1Y | +42.9% | -23.7% | +66.6% | +46.3% |
| 3Y | +926.7% | -31.6% | +958.3% | +961.8% |
| 5Y | +230.4% | -42.8% | +273.1% | +245.4% |
| All | +267.8% | +32.8% | +234.9% | +237.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling