+33.6%
ECHO vs DHI
-16.9%
+50.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.2% | +0.2% |
| 7D | +3.4% | -3.1% | +6.6% | +3.9% |
| 30D | +2.4% | -5.5% | +7.8% | +3.2% |
| 3M | -28.0% | -2.2% | -25.7% | -27.9% |
| 6M | -21.2% | -6.0% | -15.3% | -21.1% |
| YTD | -17.4% | 0.0% | -17.4% | -18.8% |
| 1Y | +33.6% | -18.2% | +51.8% | +38.8% |
| All | +33.6% | -16.9% | +50.5% | +38.8% |
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