+259.8%
ECHO vs MRNA
-67.9%
+327.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | +1.2% |
| 7D | +3.7% | -1.1% | +4.8% | +3.7% |
| 30D | +0.7% | +126.1% | -125.4% | -4.6% |
| 3M | -27.3% | +190.0% | -217.3% | -32.8% |
| 6M | -17.0% | +157.2% | -174.2% | -22.7% |
| YTD | -14.3% | +388.2% | -402.5% | -24.5% |
| 1Y | +20.9% | +467.0% | -446.1% | +5.1% |
| 3Y | +423.0% | +36.1% | +386.9% | +398.0% |
| All | +259.8% | -67.9% | +327.6% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 5y: compounded portfolio wealth divided by compounded MRNA 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…
5y analysis · Full analysis span regression · 6 months rolling