+108.5%
ECHO vs DOCU
+107.7%
+0.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.0% | -6.9% | -8.6% |
| 7D | -7.9% | -3.2% | -4.7% | -7.6% |
| 30D | -10.1% | +15.7% | -25.8% | -11.7% |
| 3M | +2.5% | +37.3% | -34.8% | -1.6% |
| 6M | -23.4% | +63.1% | -86.5% | -28.3% |
| YTD | -17.3% | +15.4% | -32.7% | -19.6% |
| 1Y | +24.3% | +11.3% | +13.0% | +21.2% |
| 3Y | +482.4% | +92.1% | +390.3% | +426.0% |
| 5Y | +243.7% | -70.5% | +314.2% | +242.2% |
| All | +108.5% | +107.7% | +0.8% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling