+235.9%
ECHO vs ACI
+18.9%
+217.0%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.1% | -2.0% |
| 7D | +5.3% | -5.0% | +10.4% | +5.9% |
| 30D | +2.4% | -2.3% | +4.7% | +2.6% |
| 3M | -21.8% | -23.2% | +1.4% | -19.7% |
| 6M | -16.9% | -29.5% | +12.6% | -13.9% |
| YTD | -16.0% | -28.6% | +12.6% | -13.2% |
| 1Y | +9.3% | -34.0% | +43.3% | +13.9% |
| 3Y | +406.2% | -45.0% | +451.2% | +439.3% |
| 5Y | +251.0% | -44.0% | +295.0% | +265.5% |
| All | +235.9% | +18.9% | +217.0% | +212.6% |
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