-24.2%
ECHO vs BEN
+16.3%
-40.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.1% |
| 7D | +9.1% | +11.3% | -2.2% | +1.1% |
| 30D | +7.2% | +15.0% | -7.8% | -2.4% |
| 3M | +6.1% | +7.8% | -1.8% | +0.2% |
| 6M | -24.2% | +15.5% | -39.7% | -32.2% |
| All | -24.2% | +16.3% | -40.4% | -32.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling