+159.8%
ECHO vs RACE
+740.2%
-580.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.2% |
| 7D | +2.2% | +0.2% | +1.9% | +2.0% |
| 30D | +9.8% | +6.6% | +3.2% | +7.3% |
| 3M | +16.8% | +2.2% | +14.6% | +15.7% |
| 6M | -18.1% | +22.4% | -40.5% | -24.0% |
| YTD | -4.2% | +13.8% | -18.0% | -9.6% |
| 1Y | +41.2% | +2.2% | +39.0% | +38.1% |
| 3Y | +943.7% | +25.6% | +918.1% | +815.4% |
| 5Y | +277.5% | +71.0% | +206.5% | +187.0% |
| 10Y | +159.8% | +739.1% | -579.3% | +17.7% |
| All | +159.8% | +740.2% | -580.4% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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