+192.5%
ECHO vs BND
+15.0%
+177.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +3.7% | -1.0% | +4.7% | +4.3% |
| 30D | +0.7% | -1.1% | +1.8% | +1.3% |
| 3M | -27.3% | -1.9% | -25.4% | -26.5% |
| 6M | -17.0% | -1.6% | -15.3% | -16.1% |
| YTD | -14.3% | -1.2% | -13.1% | -13.5% |
| 1Y | +20.9% | -0.7% | +21.6% | +21.7% |
| 3Y | +423.0% | +12.5% | +410.5% | +399.5% |
| 5Y | +265.7% | -2.5% | +268.2% | +242.3% |
| All | +192.5% | +15.0% | +177.5% | +205.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 10y: compounded portfolio wealth divided by compounded BND 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…
10y analysis · Full analysis span regression · 6 months rolling