+127.5%
ECHO vs DOCU
+110.9%
+16.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +9.1% | +1.6% | +7.6% | +8.9% |
| 30D | +7.2% | +10.8% | -3.7% | +5.8% |
| 3M | +6.1% | +38.0% | -31.9% | +1.8% |
| 6M | -24.2% | +77.4% | -101.6% | -29.7% |
| YTD | -9.7% | +17.2% | -26.9% | -12.4% |
| 1Y | +40.9% | +15.6% | +25.4% | +36.7% |
| 3Y | +883.3% | +95.6% | +787.7% | +785.4% |
| 5Y | +224.2% | -69.7% | +293.9% | +222.1% |
| All | +127.5% | +110.9% | +16.6% | +74.3% |
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