+260.6%
ECHO vs NUE
+142.4%
+118.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | +2.3% | -2.7% | +5.0% | +3.1% |
| 30D | +4.4% | -6.1% | +10.5% | +6.2% |
| 3M | -20.3% | +2.2% | -22.5% | -21.2% |
| 6M | -15.3% | +50.8% | -66.1% | -25.9% |
| YTD | -15.5% | +57.5% | -73.0% | -27.3% |
| 1Y | +15.0% | +82.5% | -67.5% | -5.8% |
| 3Y | +409.1% | +61.7% | +347.5% | +322.1% |
| 5Y | +260.6% | +145.1% | +115.5% | +173.7% |
| All | +260.6% | +142.4% | +118.2% | +173.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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