+34.2%
ECHO vs SRE
-7.5%
+41.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -2.7% |
| 7D | +4.6% | -2.1% | +6.7% | +5.0% |
| 30D | +0.4% | +6.1% | -5.6% | -0.8% |
| 3M | +7.7% | -3.5% | +11.2% | +8.2% |
| 6M | -18.0% | -10.8% | -7.3% | -15.8% |
| YTD | -9.3% | -4.0% | -5.3% | -9.7% |
| 1Y | +34.2% | -7.7% | +41.9% | +34.7% |
| All | +34.2% | -7.5% | +41.7% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling