+128.7%
ECHO vs DOCU
+111.8%
+16.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.3% |
| 7D | +4.6% | -3.7% | +8.3% | +5.0% |
| 30D | +0.4% | +15.0% | -14.5% | -1.3% |
| 3M | +7.7% | +39.9% | -32.2% | +3.1% |
| 6M | -18.0% | +66.2% | -84.2% | -23.5% |
| YTD | -9.3% | +17.7% | -27.0% | -12.0% |
| 1Y | +34.2% | +13.7% | +20.5% | +30.5% |
| 3Y | +538.7% | +95.9% | +442.8% | +475.5% |
| 5Y | +279.9% | -71.7% | +351.6% | +278.7% |
| All | +128.7% | +111.8% | +16.8% | +75.1% |
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