+34.2%
ECHO vs DHI
+9.6%
+24.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +8.1% | -11.4% | -3.5% |
| 7D | +4.6% | +9.8% | -5.2% | +4.1% |
| 30D | +0.4% | +17.8% | -17.4% | -0.8% |
| 3M | +7.7% | +4.7% | +3.0% | +7.9% |
| 6M | -18.0% | +10.0% | -28.1% | -18.5% |
| YTD | -9.3% | +10.0% | -19.2% | -11.1% |
| 1Y | +34.2% | +9.1% | +25.1% | +27.9% |
| All | +34.2% | +9.6% | +24.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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