+262.5%
ECHO vs DOCU
-71.0%
+333.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.6% | -0.5% | -3.5% |
| 7D | -2.4% | -5.5% | +3.2% | -1.6% |
| 30D | -3.1% | +12.6% | -15.8% | -5.0% |
| 3M | +8.7% | +36.4% | -27.7% | +3.2% |
| 6M | -24.8% | +66.8% | -91.6% | -31.2% |
| YTD | -13.0% | +13.5% | -26.4% | -15.8% |
| 1Y | +33.9% | +11.3% | +22.6% | +29.8% |
| 3Y | +791.8% | +92.1% | +699.7% | +674.3% |
| All | +262.5% | -71.0% | +333.6% | +254.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling