+244.8%
ECHO vs SOXQ
+286.7%
-41.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.7% |
| 7D | +3.7% | +0.8% | +3.0% | +3.4% |
| 30D | +0.7% | -4.6% | +5.3% | +2.5% |
| 3M | -27.3% | -10.2% | -17.1% | -25.2% |
| 6M | -17.0% | +49.7% | -66.6% | -31.7% |
| YTD | -14.3% | +67.2% | -81.6% | -32.9% |
| 1Y | +20.9% | +98.0% | -77.1% | -12.2% |
| 3Y | +423.0% | +237.2% | +185.8% | +201.8% |
| 5Y | +265.7% | +261.3% | +4.4% | +98.6% |
| All | +244.8% | +286.7% | -41.8% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling