+259.8%
ECHO vs DHI
+61.2%
+198.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +1.0% |
| 7D | +3.7% | -3.4% | +7.1% | +4.6% |
| 30D | +0.7% | -5.4% | +6.1% | +2.0% |
| 3M | -27.3% | -10.4% | -16.9% | -25.5% |
| 6M | -17.0% | -2.8% | -14.2% | -17.1% |
| YTD | -14.3% | -3.4% | -10.9% | -14.7% |
| 1Y | +20.9% | -22.9% | +43.8% | +27.7% |
| 3Y | +423.0% | +20.7% | +402.3% | +364.8% |
| All | +259.8% | +61.2% | +198.5% | +173.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling