+259.3%
ECHO vs ENB
+71.0%
+188.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.3% | +3.7% |
| 7D | +8.6% | -0.5% | +9.1% | +8.8% |
| 30D | +3.8% | -0.2% | +4.0% | +3.8% |
| 3M | -19.9% | -7.5% | -12.4% | -17.1% |
| 6M | -12.1% | -4.1% | -7.9% | -10.9% |
| YTD | -14.1% | +9.8% | -23.9% | -19.3% |
| 1Y | +15.9% | +8.7% | +7.2% | +9.0% |
| 3Y | +417.8% | +79.0% | +338.9% | +254.0% |
| 5Y | +259.3% | +69.1% | +190.2% | +157.8% |
| All | +259.3% | +71.0% | +188.3% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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