+40.9%
ECHO vs DOCS
-37.2%
+78.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +9.1% | +0.1% | +9.1% | +9.1% |
| 30D | +7.2% | +8.7% | -1.5% | +7.4% |
| 3M | +6.1% | +32.9% | -26.8% | +6.8% |
| 6M | -24.2% | +25.5% | -49.7% | -25.2% |
| YTD | -9.7% | -25.0% | +15.3% | -18.9% |
| 1Y | +40.9% | -34.9% | +75.8% | +22.7% |
| All | +40.9% | -37.2% | +78.2% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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