+181.9%
ECHO vs RACE
+793.9%
-612.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.7% |
| 7D | +3.4% | -2.5% | +5.9% | +4.3% |
| 30D | +2.4% | +0.8% | +1.6% | +2.0% |
| 3M | -28.0% | +17.2% | -45.1% | -31.9% |
| 6M | -21.2% | +13.6% | -34.8% | -25.0% |
| YTD | -17.4% | +12.2% | -29.6% | -21.6% |
| 1Y | +33.6% | -16.3% | +49.8% | +39.4% |
| 3Y | +419.7% | +36.4% | +383.2% | +341.5% |
| 5Y | +241.7% | +95.0% | +146.7% | +146.7% |
| All | +181.9% | +793.9% | -612.0% | +22.4% |
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