+108.2%
ECHO vs DOCU
+80.0%
+28.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.4% |
| 7D | +3.4% | +6.9% | -3.5% | +2.6% |
| 30D | +2.4% | +19.0% | -16.6% | +0.1% |
| 3M | -28.0% | +34.3% | -62.2% | -30.7% |
| 6M | -21.2% | +48.0% | -69.3% | -25.6% |
| YTD | -17.4% | 0.0% | -17.4% | -18.2% |
| 1Y | +33.6% | -10.3% | +43.9% | +33.6% |
| 3Y | +419.7% | +32.4% | +387.3% | +389.2% |
| 5Y | +241.7% | -77.9% | +319.6% | +249.7% |
| All | +108.2% | +80.0% | +28.2% | +62.8% |
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