+131.9%
ECHO vs DOCU
+112.5%
+19.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.8% |
| 7D | +5.7% | +4.1% | +1.6% | +5.2% |
| 30D | +13.8% | +7.4% | +6.5% | +12.8% |
| 3M | +9.1% | +26.0% | -16.9% | +5.8% |
| 6M | -24.9% | +79.2% | -104.1% | -30.5% |
| YTD | -8.0% | +18.1% | -26.1% | -10.8% |
| 1Y | +42.9% | +20.5% | +22.4% | +37.9% |
| 3Y | +926.7% | +96.4% | +830.3% | +824.1% |
| 5Y | +230.4% | -69.5% | +299.8% | +227.9% |
| All | +131.9% | +112.5% | +19.3% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling