+251.0%
ECHO vs DOV
+16.3%
+234.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.1% |
| 7D | +5.3% | +1.3% | +4.0% | +4.5% |
| 30D | +2.4% | -8.6% | +11.1% | +8.6% |
| 3M | -21.8% | -13.1% | -8.7% | -14.8% |
| 6M | -16.9% | -8.8% | -8.1% | -13.0% |
| YTD | -16.0% | -1.2% | -14.8% | -17.1% |
| 1Y | +9.3% | +10.7% | -1.4% | -1.2% |
| 3Y | +406.2% | +39.3% | +366.9% | +301.8% |
| 5Y | +251.0% | +16.4% | +234.5% | +180.6% |
| All | +251.0% | +16.3% | +234.6% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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