+188.4%
ECHO vs NDAQ
+370.8%
-182.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.6% |
| 7D | +2.3% | -6.8% | +9.1% | +5.4% |
| 30D | +4.4% | -3.2% | +7.6% | +5.8% |
| 3M | -20.3% | +6.5% | -26.8% | -23.1% |
| 6M | -15.3% | +5.7% | -21.1% | -18.4% |
| YTD | -15.5% | -4.6% | -10.9% | -15.0% |
| 1Y | +15.0% | -1.6% | +16.5% | +13.9% |
| 3Y | +409.1% | +86.4% | +322.7% | +291.2% |
| 5Y | +260.6% | +50.3% | +210.3% | +193.2% |
| All | +188.4% | +370.8% | -182.4% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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