+259.3%
ECHO vs NDAQ
+55.5%
+203.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +5.0% |
| 7D | +8.6% | -2.6% | +11.1% | +9.9% |
| 30D | +3.8% | +0.5% | +3.3% | +3.4% |
| 3M | -19.9% | +9.9% | -29.8% | -24.3% |
| 6M | -12.1% | +8.2% | -20.3% | -16.6% |
| YTD | -14.1% | -1.5% | -12.6% | -14.6% |
| 1Y | +15.9% | +1.3% | +14.5% | +13.2% |
| 3Y | +417.8% | +92.6% | +325.3% | +284.6% |
| 5Y | +259.3% | +53.8% | +205.5% | +167.4% |
| All | +259.3% | +55.5% | +203.8% | +167.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling