+33.6%
ECHO vs AMIX
-81.0%
+114.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +3.4% | -13.7% | +17.1% | +3.7% |
| 30D | +2.4% | -62.1% | +64.4% | +3.8% |
| 3M | -28.0% | -46.2% | +18.2% | -28.5% |
| 6M | -21.2% | -46.4% | +25.2% | -22.0% |
| YTD | -17.4% | -60.3% | +42.9% | -17.6% |
| 1Y | +33.6% | -79.7% | +113.3% | +45.1% |
| All | +33.6% | -81.0% | +114.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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