+443.8%
ECHO vs NXT
+181.9%
+261.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +3.8% |
| 7D | +8.6% | +2.9% | +5.7% | +8.1% |
| 30D | +3.8% | -17.2% | +21.0% | +6.9% |
| 3M | -19.9% | -32.0% | +12.1% | -15.3% |
| 6M | -12.1% | -15.8% | +3.7% | -10.3% |
| YTD | -14.1% | -1.9% | -12.2% | -14.7% |
| 1Y | +15.9% | +22.5% | -6.6% | +10.4% |
| 3Y | +417.8% | +100.5% | +317.3% | +331.8% |
| All | +443.8% | +181.9% | +261.9% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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