+15.0%
ECHO vs HRB
-8.2%
+23.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | +2.3% | -12.2% | +14.5% | +1.7% |
| 30D | +4.4% | -3.0% | +7.4% | +4.2% |
| 3M | -20.3% | +21.7% | -42.0% | -18.8% |
| 6M | -15.3% | +52.3% | -67.7% | -11.9% |
| YTD | -15.5% | +6.5% | -22.0% | -17.6% |
| 1Y | +15.0% | -6.7% | +21.6% | +7.0% |
| All | +15.0% | -8.2% | +23.2% | +7.0% |
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