+213.4%
ECHO vs OPEN
-87.0%
+300.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -21.8% | +27.0% | +6.5% |
| 7D | -2.4% | -22.2% | +19.8% | -1.2% |
| 30D | -3.1% | -38.3% | +35.2% | -0.8% |
| 3M | +8.7% | -59.4% | +68.1% | +14.1% |
| 6M | -24.8% | -74.4% | +49.6% | -19.0% |
| YTD | -13.0% | -76.0% | +63.0% | -6.4% |
| 1Y | +33.9% | -78.7% | +112.6% | +44.3% |
| 3Y | +791.8% | -30.0% | +821.8% | +710.4% |
| 5Y | +261.7% | -93.7% | +355.4% | +242.0% |
| All | +213.4% | -87.0% | +300.4% | +180.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling