+144.9%
ECHO vs GEN
+152.9%
-8.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.4% |
| 7D | +5.7% | +2.0% | +3.6% | +5.3% |
| 30D | +13.8% | +27.7% | -13.9% | +7.9% |
| 3M | +9.1% | +3.3% | +5.8% | +7.6% |
| 6M | -24.9% | +31.8% | -56.7% | -30.0% |
| YTD | -8.0% | +13.5% | -21.5% | -11.8% |
| 1Y | +42.9% | +16.0% | +26.9% | +36.3% |
| 3Y | +926.7% | +70.6% | +856.1% | +800.7% |
| 5Y | +230.4% | +32.1% | +198.2% | +198.1% |
| All | +144.9% | +152.9% | -8.0% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling