+569.0%
ECHO vs QQQI
+57.7%
+511.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | +5.3% | +0.8% | +4.5% | +4.4% |
| 30D | +2.4% | +0.2% | +2.3% | +2.3% |
| 3M | -21.8% | +2.3% | -24.1% | -23.8% |
| 6M | -16.9% | +11.6% | -28.5% | -26.4% |
| YTD | -16.0% | +11.3% | -27.3% | -25.3% |
| 1Y | +9.3% | +17.4% | -8.2% | -8.7% |
| All | +569.0% | +57.7% | +511.3% | +339.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling