+582.3%
ECHO vs QQQI
+57.7%
+524.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.4% |
| 7D | +3.7% | -0.3% | +4.1% | +4.1% |
| 30D | +0.7% | -0.3% | +1.0% | +1.0% |
| 3M | -27.3% | +1.3% | -28.7% | -28.5% |
| 6M | -17.0% | +11.5% | -28.5% | -26.4% |
| YTD | -14.3% | +11.3% | -25.6% | -23.8% |
| 1Y | +20.9% | +16.9% | +4.0% | +1.5% |
| All | +582.3% | +57.7% | +524.7% | +348.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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