+277.5%
ECHO vs BEN
+30.9%
+246.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.8% | +2.3% |
| 7D | +2.2% | +12.1% | -10.0% | -3.9% |
| 30D | +9.8% | +13.4% | -3.6% | +2.7% |
| 3M | +16.8% | +9.4% | +7.5% | +11.3% |
| 6M | -18.1% | +19.3% | -37.3% | -25.6% |
| YTD | -4.2% | +57.3% | -61.4% | -25.5% |
| 1Y | +41.2% | +69.1% | -27.9% | +5.3% |
| 3Y | +943.7% | +85.6% | +858.1% | +624.1% |
| 5Y | +277.5% | +32.9% | +244.6% | +201.9% |
| All | +277.5% | +30.9% | +246.6% | +201.9% |
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