+257.3%
ECHO vs POET
-20.5%
+277.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +1.2% |
| 7D | +3.7% | +0.4% | +3.3% | +3.7% |
| 30D | +0.7% | -10.4% | +11.1% | +1.0% |
| 3M | -27.3% | -29.3% | +2.0% | -26.7% |
| 6M | -17.0% | +6.9% | -23.8% | -19.2% |
| YTD | -14.3% | +25.6% | -39.9% | -17.2% |
| 1Y | +20.9% | +49.2% | -28.3% | +15.5% |
| 3Y | +423.0% | +128.4% | +294.5% | +373.5% |
| 5Y | +265.7% | -4.2% | +269.9% | +234.6% |
| 10Y | +197.1% | +30.3% | +166.7% | +160.9% |
| All | +257.3% | -20.5% | +277.8% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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