+144.9%
ECHO vs BEN
+58.7%
+86.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | +5.7% | +6.8% | -1.1% | +2.4% |
| 30D | +13.8% | +18.0% | -4.2% | +5.2% |
| 3M | +9.1% | +7.5% | +1.6% | +5.4% |
| 6M | -24.9% | +14.7% | -39.7% | -29.8% |
| YTD | -8.0% | +56.1% | -64.1% | -26.3% |
| 1Y | +42.9% | +69.6% | -26.7% | +10.0% |
| 3Y | +926.7% | +87.7% | +839.0% | +640.3% |
| 5Y | +230.4% | +28.6% | +201.7% | +176.5% |
| All | +144.9% | +58.7% | +86.2% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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