Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TEAM vs ECHO✓SelectedUSD · ECHOTEAM vs ECHO performance historyLatest closeAs of-2.62%09/04
Stock and ETF performance explorer

TEAM vs ECHO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+802.8%
ECHO return
+193.2%
Excess return
+609.6%
Maximum drawdown
-87.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioECHOExcessAlpha
1D-2.6%0.0%-2.6%-2.6%
7D-0.4%+3.4%-3.8%-0.9%
30D+67.3%+2.4%+64.9%+66.9%
3M+86.8%-28.0%+114.7%+94.0%
6M+146.8%-21.2%+168.1%+151.6%
YTD+16.9%-17.4%+34.3%+18.1%
1Y+12.8%+33.6%-20.8%+6.1%
3Y-7.3%+419.7%-426.9%-39.0%
5Y-50.7%+241.7%-292.4%-64.9%
10Y+529.8%+180.8%+349.1%+329.4%
All+802.8%+193.2%+609.6%+480.5%

Cumulative growth

Daily Returns

Daily percentage return beside ECHO.

Daily Out/Under-Performance

Portfolio return minus ECHO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ECHO 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 all: compounded portfolio wealth divided by compounded ECHO 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…

all analysis · Full analysis span regression · 6 months rolling