+260.6%
ECHO vs BND
-2.6%
+263.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | +2.3% | -0.9% | +3.2% | +3.2% |
| 30D | +4.4% | -1.0% | +5.4% | +5.4% |
| 3M | -20.3% | -1.2% | -19.1% | -19.2% |
| 6M | -15.3% | -2.0% | -13.3% | -13.5% |
| YTD | -15.5% | -1.2% | -14.3% | -14.2% |
| 1Y | +15.0% | -0.5% | +15.4% | +16.0% |
| 3Y | +409.1% | +12.4% | +396.7% | +363.9% |
| 5Y | +260.6% | -2.5% | +263.1% | +177.6% |
| All | +260.6% | -2.6% | +263.2% | +177.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling