+275.3%
ECHO vs ENB
+51.1%
+224.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.1% | +5.9% | +6.4% |
| 7D | +3.0% | -3.7% | +6.7% | +4.8% |
| 30D | +6.7% | +1.7% | +5.0% | +5.8% |
| 3M | +12.4% | -6.3% | +18.7% | +15.6% |
| 6M | -20.4% | -9.2% | -11.2% | -17.3% |
| YTD | -6.9% | +3.1% | -10.0% | -10.1% |
| 1Y | +37.7% | +3.4% | +34.3% | +32.5% |
| 3Y | +902.9% | +68.9% | +833.9% | +598.3% |
| 5Y | +275.3% | +51.7% | +223.6% | +186.0% |
| All | +275.3% | +51.1% | +224.3% | +186.0% |
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