+240.0%
ECHO vs BTI
+307.5%
-67.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | +3.4% | -1.4% | +4.8% | +3.9% |
| 30D | +2.4% | -6.6% | +9.0% | +4.7% |
| 3M | -28.0% | -3.0% | -25.0% | -27.9% |
| 6M | -21.2% | -6.7% | -14.6% | -20.2% |
| YTD | -17.4% | +0.6% | -17.9% | -18.7% |
| 1Y | +33.6% | +5.6% | +28.0% | +28.8% |
| 3Y | +419.7% | +110.3% | +309.4% | +279.5% |
| 5Y | +241.7% | +114.3% | +127.4% | +147.2% |
| 10Y | +180.8% | +67.7% | +113.1% | +112.1% |
| All | +240.0% | +307.5% | -67.5% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling