+259.3%
ECHO vs BEN
+42.4%
+216.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.3% | +4.2% |
| 7D | +8.6% | +4.7% | +3.9% | +6.0% |
| 30D | +3.8% | +2.6% | +1.1% | +2.3% |
| 3M | -19.9% | +11.5% | -31.4% | -24.4% |
| 6M | -12.1% | +35.3% | -47.4% | -25.1% |
| YTD | -14.1% | +48.6% | -62.7% | -30.6% |
| 1Y | +15.9% | +46.7% | -30.8% | -6.3% |
| 3Y | +417.8% | +57.0% | +360.8% | +297.0% |
| 5Y | +259.3% | +41.8% | +217.5% | +175.4% |
| All | +259.3% | +42.4% | +216.9% | +175.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling