+224.2%
ECHO vs ALLE
+52.7%
+171.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.8% |
| 7D | +9.1% | +1.6% | +7.6% | +8.5% |
| 30D | +7.2% | +24.1% | -16.9% | -2.0% |
| 3M | +6.1% | +14.8% | -8.7% | 0.0% |
| 6M | -24.2% | +45.9% | -70.0% | -36.1% |
| YTD | -9.7% | +20.7% | -30.5% | -17.8% |
| 1Y | +40.9% | +14.2% | +26.8% | +31.6% |
| 3Y | +883.3% | +90.7% | +792.6% | +611.2% |
| 5Y | +224.2% | +50.6% | +173.6% | +148.0% |
| All | +224.2% | +52.7% | +171.4% | +148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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