+261.0%
ECHO vs IOT
+54.1%
+206.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +3.7% | -4.5% | +8.2% | +4.3% |
| 30D | +0.7% | -2.4% | +3.1% | +0.9% |
| 3M | -27.3% | +19.0% | -46.3% | -29.5% |
| 6M | -17.0% | +19.6% | -36.6% | -20.2% |
| YTD | -14.3% | +8.3% | -22.6% | -17.1% |
| 1Y | +20.9% | -0.8% | +21.7% | +18.4% |
| 3Y | +423.0% | +24.4% | +398.6% | +380.9% |
| All | +261.0% | +54.1% | +206.9% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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