+225.0%
ECHO vs OPEN
-88.5%
+313.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.5% | +5.5% | -3.4% |
| 7D | +9.1% | -31.0% | +40.1% | +11.2% |
| 30D | +7.2% | -41.5% | +48.6% | +10.0% |
| 3M | +6.1% | -64.6% | +70.7% | +12.2% |
| 6M | -24.2% | -73.8% | +49.6% | -18.5% |
| YTD | -9.7% | -78.8% | +69.1% | -2.2% |
| 1Y | +40.9% | -86.8% | +127.8% | +56.1% |
| 3Y | +883.3% | -40.6% | +923.9% | +801.7% |
| 5Y | +224.2% | -94.7% | +318.8% | +209.2% |
| All | +225.0% | -88.5% | +313.6% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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