+209.4%
ECHO vs OPEN
-71.4%
+280.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.5% | +6.6% | +4.2% |
| 7D | +8.6% | +1.0% | +7.6% | +8.5% |
| 30D | +3.8% | -11.9% | +15.7% | +4.5% |
| 3M | -19.9% | -28.8% | +8.9% | -18.4% |
| 6M | -12.1% | -38.6% | +26.5% | -9.8% |
| YTD | -14.1% | -47.3% | +33.3% | -11.3% |
| 1Y | +15.9% | -49.2% | +65.0% | +16.9% |
| 3Y | +417.8% | -18.8% | +436.6% | +364.9% |
| 5Y | +259.3% | -83.6% | +342.9% | +224.6% |
| All | +209.4% | -71.4% | +280.9% | +165.5% |
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