+34.2%
ECHO vs HRB
+16.9%
+17.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.4% | -7.6% | -2.9% |
| 7D | +4.6% | +16.0% | -11.5% | +5.8% |
| 30D | +0.4% | +32.1% | -31.7% | +2.5% |
| 3M | +7.7% | +21.5% | -13.8% | +9.5% |
| 6M | -18.0% | +82.1% | -100.1% | -13.6% |
| YTD | -9.3% | +31.6% | -40.9% | -8.6% |
| 1Y | +34.2% | +15.9% | +18.3% | +33.0% |
| All | +34.2% | +16.9% | +17.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling