+260.6%
ECHO vs AGI
+389.1%
-128.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.4% |
| 7D | +2.3% | -5.4% | +7.7% | +3.6% |
| 30D | +4.4% | +6.6% | -2.2% | +2.4% |
| 3M | -20.3% | +8.2% | -28.5% | -22.4% |
| 6M | -15.3% | -29.3% | +14.0% | -9.1% |
| YTD | -15.5% | -7.4% | -8.1% | -14.9% |
| 1Y | +15.0% | +7.9% | +7.1% | +11.3% |
| 3Y | +409.1% | +206.2% | +202.9% | +287.1% |
| 5Y | +260.6% | +397.6% | -137.0% | +145.3% |
| All | +260.6% | +389.1% | -128.4% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 5y: compounded portfolio wealth divided by compounded AGI 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…
5y analysis · Full analysis span regression · 6 months rolling