+33.6%
ECHO vs JEPI
+9.5%
+24.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.6% |
| 7D | +3.4% | -0.3% | +3.8% | +4.0% |
| 30D | +2.4% | +0.1% | +2.2% | +2.1% |
| 3M | -28.0% | +4.8% | -32.7% | -33.1% |
| 6M | -21.2% | +1.0% | -22.3% | -22.1% |
| YTD | -17.4% | +5.5% | -22.9% | -23.3% |
| 1Y | +33.6% | +9.2% | +24.4% | +18.4% |
| All | +33.6% | +9.5% | +24.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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