+151.3%
ECHO vs SUI
+120.9%
+30.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | +3.6% | -2.4% | +6.1% | +4.4% |
| 30D | +7.5% | +3.3% | +4.1% | +5.8% |
| 3M | +16.2% | +0.7% | +15.5% | +15.2% |
| 6M | -20.9% | -4.1% | -16.7% | -20.7% |
| YTD | -6.0% | -1.8% | -4.2% | -6.6% |
| 1Y | +43.4% | -4.1% | +47.4% | +43.3% |
| 3Y | +924.0% | +17.4% | +906.7% | +845.7% |
| 5Y | +249.6% | -27.0% | +276.7% | +269.8% |
| 10Y | +151.3% | +121.2% | +30.1% | +115.9% |
| All | +151.3% | +120.9% | +30.4% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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