+197.4%
ECHO vs OPEN
-70.7%
+268.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +3.4% | -4.3% | +7.7% | +3.7% |
| 30D | +2.4% | -16.2% | +18.6% | +3.4% |
| 3M | -28.0% | -36.4% | +8.4% | -26.1% |
| 6M | -21.2% | -35.5% | +14.2% | -19.5% |
| YTD | -17.4% | -46.0% | +28.6% | -14.9% |
| 1Y | +33.6% | -47.1% | +80.7% | +34.2% |
| 3Y | +419.7% | -19.0% | +438.7% | +366.4% |
| 5Y | +241.7% | -83.6% | +325.3% | +208.4% |
| All | +197.4% | -70.7% | +268.1% | +154.8% |
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