+34.2%
ECHO vs BTI
+24.7%
+9.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.4% | -6.7% | -2.9% |
| 7D | +4.6% | +5.3% | -0.7% | +5.2% |
| 30D | +0.4% | +19.1% | -18.7% | +1.6% |
| 3M | +7.7% | +6.5% | +1.2% | +9.0% |
| 6M | -18.0% | +9.4% | -27.5% | -18.3% |
| YTD | -9.3% | +14.4% | -23.7% | -10.6% |
| 1Y | +34.2% | +23.9% | +10.3% | +30.5% |
| All | +34.2% | +24.7% | +9.5% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling