+129.0%
ECHO vs ONTO
+658.6%
-529.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.1% | -1.5% |
| 7D | +3.4% | -1.0% | +4.4% | +3.6% |
| 30D | +2.4% | -2.9% | +5.3% | +2.4% |
| 3M | -28.0% | -2.5% | -25.5% | -29.4% |
| 6M | -21.2% | +28.2% | -49.5% | -28.8% |
| YTD | -17.4% | +69.8% | -87.2% | -30.7% |
| 1Y | +33.6% | +162.9% | -129.3% | -0.6% |
| 3Y | +419.7% | +95.9% | +323.7% | +277.4% |
| 5Y | +241.7% | +244.5% | -2.8% | +97.0% |
| All | +129.0% | +658.6% | -529.6% | -10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling