+119.4%
ECHO vs DOCU
+104.2%
+15.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.5% | -3.7% |
| 7D | -2.4% | -5.5% | +3.2% | -1.8% |
| 30D | -3.1% | +12.6% | -15.8% | -4.6% |
| 3M | +8.7% | +36.4% | -27.7% | +4.4% |
| 6M | -24.8% | +66.8% | -91.6% | -29.8% |
| YTD | -13.0% | +13.5% | -26.4% | -15.3% |
| 1Y | +33.9% | +11.3% | +22.6% | +30.5% |
| 3Y | +791.8% | +92.1% | +699.7% | +704.9% |
| 5Y | +261.7% | -71.0% | +332.7% | +260.8% |
| All | +119.4% | +104.2% | +15.2% | +68.7% |
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