+245.0%
ECHO vs OPEN
-87.8%
+332.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.1% | +10.0% | +3.3% |
| 7D | +2.2% | -24.7% | +26.9% | +3.6% |
| 30D | +9.8% | -41.0% | +50.8% | +12.7% |
| 3M | +16.8% | -62.4% | +79.2% | +23.1% |
| 6M | -18.1% | -73.9% | +55.8% | -12.0% |
| YTD | -4.2% | -77.5% | +73.4% | +3.5% |
| 1Y | +41.2% | -83.6% | +124.8% | +54.5% |
| 3Y | +943.7% | -37.0% | +980.7% | +854.0% |
| 5Y | +277.5% | -93.3% | +370.8% | +257.6% |
| All | +245.0% | -87.8% | +332.8% | +209.7% |
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 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