Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ECHO vs UMAC✓SelectedUSD · UMACECHO vs UMAC performance historyLatest closeAs of+1.40%09/11
Stock and ETF performance explorer

ECHO vs UMAC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+635.7%
UMAC return
+473.8%
Excess return
+162.0%
Maximum drawdown
-48.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioUMACExcessAlpha
1D+1.4%-2.5%+3.9%+1.5%
7D+3.7%-3.4%+7.1%+3.9%
30D+0.7%-15.1%+15.8%+1.2%
3M-27.3%-10.8%-16.5%-27.4%
6M-17.0%+15.7%-32.6%-18.6%
YTD-14.3%+80.1%-94.5%-17.0%
1Y+20.9%+116.7%-95.8%+16.4%
All+635.7%+473.8%+162.0%+610.1%

Cumulative growth

Daily Returns

Daily percentage return beside UMAC.

Daily Out/Under-Performance

Portfolio return minus UMAC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × UMAC 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 UMAC 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