+20.9%
ECHO vs AU
+72.0%
-51.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +3.7% | -4.3% | +8.0% | +4.6% |
| 30D | +0.7% | +7.3% | -6.6% | -1.3% |
| 3M | -27.3% | +26.3% | -53.6% | -31.4% |
| 6M | -17.0% | +1.8% | -18.7% | -19.6% |
| YTD | -14.3% | +26.8% | -41.1% | -16.9% |
| 1Y | +20.9% | +66.7% | -45.8% | +13.5% |
| All | +20.9% | +72.0% | -51.1% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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