+247.8%
ECHO vs DHI
+1,186.9%
-939.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.1% |
| 7D | +2.3% | -6.1% | +8.4% | +3.7% |
| 30D | +4.4% | -10.1% | +14.5% | +6.8% |
| 3M | -20.3% | -7.3% | -13.0% | -19.2% |
| 6M | -15.3% | -6.1% | -9.2% | -14.7% |
| YTD | -15.5% | -5.0% | -10.5% | -15.4% |
| 1Y | +15.0% | -22.1% | +37.1% | +20.1% |
| 3Y | +409.1% | +19.2% | +389.9% | +372.1% |
| 5Y | +260.6% | +59.4% | +201.2% | +206.3% |
| 10Y | +193.0% | +401.8% | -208.9% | +86.9% |
| All | +247.8% | +1,186.9% | -939.1% | +61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling