+417.8%
ECHO vs RGEN
-0.1%
+417.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.5% | +3.9% |
| 7D | +8.6% | -0.9% | +9.5% | +8.7% |
| 30D | +3.8% | +2.8% | +0.9% | +3.0% |
| 3M | -19.9% | +34.5% | -54.4% | -25.1% |
| 6M | -12.1% | +40.5% | -52.5% | -19.0% |
| YTD | -14.1% | +2.8% | -16.9% | -15.4% |
| 1Y | +15.9% | +39.6% | -23.8% | +5.9% |
| 3Y | +417.8% | +4.4% | +413.4% | +410.3% |
| All | +417.8% | -0.1% | +417.9% | +410.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling