+424.5%
ECHO vs SPXU
-80.1%
+504.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +4.9% |
| 7D | +8.6% | -1.5% | +10.0% | +7.8% |
| 30D | +3.8% | +3.7% | 0.0% | +5.8% |
| 3M | -19.9% | -9.6% | -10.3% | -22.5% |
| 6M | -12.1% | -32.4% | +20.3% | -24.2% |
| YTD | -14.1% | -28.7% | +14.6% | -23.5% |
| 1Y | +15.9% | -38.2% | +54.1% | -2.7% |
| All | +424.5% | -80.1% | +504.6% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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