+251.0%
ECHO vs FND
-61.3%
+312.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | +5.3% | -0.8% | +6.1% | +5.5% |
| 30D | +2.4% | -19.6% | +22.0% | +7.8% |
| 3M | -21.8% | -4.3% | -17.5% | -21.7% |
| 6M | -16.9% | -20.4% | +3.5% | -13.4% |
| YTD | -16.0% | -21.9% | +5.9% | -12.3% |
| 1Y | +9.3% | -45.2% | +54.5% | +24.0% |
| 3Y | +406.2% | -49.2% | +455.4% | +472.2% |
| 5Y | +251.0% | -61.8% | +312.8% | +291.8% |
| All | +251.0% | -61.3% | +312.2% | +291.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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