+9.3%
ECHO vs BEN
+45.3%
-36.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | +5.3% | +3.4% | +2.0% | +4.0% |
| 30D | +2.4% | +1.8% | +0.6% | +1.7% |
| 3M | -21.8% | +8.4% | -30.2% | -23.9% |
| 6M | -16.9% | +35.6% | -52.6% | -23.2% |
| YTD | -16.0% | +46.4% | -62.4% | -23.0% |
| 1Y | +9.3% | +46.3% | -37.1% | -2.6% |
| All | +9.3% | +45.3% | -36.0% | -2.6% |
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 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