+253.7%
ECHO vs MKSI
+1,594.9%
-1,341.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.0% | +2.0% | +3.4% |
| 7D | +8.6% | +7.7% | +0.8% | +6.0% |
| 30D | +3.8% | -12.9% | +16.6% | +8.1% |
| 3M | -19.9% | -14.8% | -5.0% | -17.6% |
| 6M | -12.1% | +26.6% | -38.7% | -20.9% |
| YTD | -14.1% | +66.6% | -80.6% | -30.1% |
| 1Y | +15.9% | +144.6% | -128.7% | -18.2% |
| 3Y | +417.8% | +193.1% | +224.7% | +225.8% |
| 5Y | +259.3% | +88.6% | +170.7% | +146.3% |
| 10Y | +192.7% | +490.9% | -298.2% | +18.6% |
| All | +253.7% | +1,594.9% | -1,341.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 all: compounded portfolio wealth divided by compounded MKSI 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…
all analysis · Full analysis span regression · 6 months rolling