+156.1%
ECHO vs ATI
+988.9%
-832.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +3.3% |
| 7D | +2.2% | +1.3% | +0.9% | +2.0% |
| 30D | +9.8% | -4.8% | +14.6% | +11.3% |
| 3M | +16.8% | -19.9% | +36.8% | +24.1% |
| 6M | -18.1% | +15.4% | -33.4% | -21.9% |
| YTD | -4.2% | +59.2% | -63.4% | -17.0% |
| 1Y | +41.2% | +86.3% | -45.0% | +17.0% |
| 3Y | +943.7% | +318.2% | +625.5% | +578.0% |
| 5Y | +277.5% | +958.6% | -681.1% | +90.2% |
| All | +156.1% | +988.9% | -832.8% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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