+151.3%
ECHO vs MSCI
+809.1%
-657.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | +3.6% | -1.9% | +5.5% | +4.3% |
| 30D | +7.5% | +16.5% | -9.0% | +2.3% |
| 3M | +16.2% | +18.2% | -2.0% | +9.8% |
| 6M | -20.9% | +14.0% | -34.8% | -25.0% |
| YTD | -6.0% | +16.6% | -22.6% | -12.3% |
| 1Y | +43.4% | +14.8% | +28.6% | +34.4% |
| 3Y | +924.0% | +33.3% | +890.8% | +806.2% |
| 5Y | +249.6% | +9.1% | +240.6% | +219.3% |
| 10Y | +151.3% | +820.4% | -669.1% | +16.5% |
| All | +151.3% | +809.1% | -657.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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