+259.3%
ECHO vs ONTO
+258.3%
+1.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.9% | -0.9% | +3.0% |
| 7D | +8.6% | +9.7% | -1.1% | +6.5% |
| 30D | +3.8% | -8.8% | +12.6% | +5.3% |
| 3M | -19.9% | +4.5% | -24.4% | -22.4% |
| 6M | -12.1% | +56.4% | -68.5% | -22.6% |
| YTD | -14.1% | +78.1% | -92.1% | -26.7% |
| 1Y | +15.9% | +171.3% | -155.4% | -10.2% |
| 3Y | +417.8% | +118.7% | +299.2% | +287.1% |
| 5Y | +259.3% | +269.4% | -10.1% | +133.4% |
| All | +259.3% | +258.3% | +1.0% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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