+33.9%
ECHO vs DOCS
-49.1%
+83.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.0% | +7.2% | +5.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.4% |
| 30D | -3.1% | +17.4% | -20.5% | -2.5% |
| 3M | +8.7% | +57.4% | -48.6% | +10.2% |
| 6M | -24.8% | +26.5% | -51.3% | -25.3% |
| YTD | -13.0% | -26.6% | +13.6% | -21.6% |
| 1Y | +33.9% | -48.1% | +82.0% | +11.6% |
| All | +33.9% | -49.1% | +83.1% | +11.6% |
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