+191.3%
ECHO vs MSI
+593.5%
-402.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.0% |
| 7D | +5.3% | -4.0% | +9.3% | +7.0% |
| 30D | +2.4% | -0.5% | +2.9% | +2.4% |
| 3M | -21.8% | +11.4% | -33.2% | -25.6% |
| 6M | -16.9% | +1.0% | -17.9% | -18.4% |
| YTD | -16.0% | +20.7% | -36.6% | -23.7% |
| 1Y | +9.3% | -2.7% | +12.0% | +8.6% |
| 3Y | +406.2% | +68.2% | +338.0% | +284.5% |
| 5Y | +251.0% | +100.0% | +151.0% | +140.0% |
| 10Y | +191.3% | +596.9% | -405.6% | +23.5% |
| All | +191.3% | +593.5% | -402.3% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling