+15.0%
ECHO vs BTI
+2.8%
+12.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | +2.3% | -2.0% | +4.3% | +2.2% |
| 30D | +4.4% | -3.4% | +7.8% | +4.3% |
| 3M | -20.3% | -9.0% | -11.3% | -20.2% |
| 6M | -15.3% | -5.0% | -10.3% | -16.3% |
| YTD | -15.5% | -0.3% | -15.2% | -17.3% |
| 1Y | +15.0% | +3.1% | +11.9% | +12.7% |
| All | +15.0% | +2.8% | +12.2% | +12.7% |
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