+42.9%
ECHO vs IP
-5.8%
+48.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.6% |
| 7D | +5.7% | -0.3% | +6.0% | +5.8% |
| 30D | +13.8% | +7.9% | +5.9% | +12.3% |
| 3M | +9.1% | -15.3% | +24.4% | +12.4% |
| 6M | -24.9% | +10.5% | -35.5% | -28.1% |
| YTD | -8.0% | -9.4% | +1.4% | -7.0% |
| 1Y | +42.9% | -4.6% | +47.5% | +42.5% |
| All | +42.9% | -5.8% | +48.7% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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