+19.2%
ECHO vs MTZ
+22.0%
-2.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.6% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +4.4% | -14.8% | +19.2% | +9.1% |
| 3M | -20.3% | -30.8% | +10.5% | -13.8% |
| 6M | -15.3% | -22.6% | +7.3% | -13.2% |
| YTD | -15.5% | +6.8% | -22.3% | -20.7% |
| All | +19.2% | +22.0% | -2.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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