+42.9%
ECHO vs BEN
+65.1%
-22.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | +5.7% | +6.8% | -1.1% | +2.0% |
| 30D | +13.8% | +18.0% | -4.2% | +4.7% |
| 3M | +9.1% | +7.5% | +1.6% | +4.8% |
| 6M | -24.9% | +14.7% | -39.7% | -29.9% |
| YTD | -8.0% | +56.1% | -64.1% | -21.5% |
| 1Y | +42.9% | +69.6% | -26.7% | +20.0% |
| All | +42.9% | +65.1% | -22.2% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling