+153.6%
ECHO vs SUI
+115.7%
+37.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +5.7% |
| 7D | -2.4% | +6.2% | -8.6% | -4.4% |
| 30D | -3.1% | +8.6% | -11.7% | -6.1% |
| 3M | +8.7% | +1.0% | +7.7% | +7.8% |
| 6M | -24.8% | -2.6% | -22.2% | -24.9% |
| YTD | -13.0% | -0.1% | -12.8% | -14.0% |
| 1Y | +33.9% | +0.5% | +33.5% | +31.8% |
| 3Y | +791.8% | +15.3% | +776.5% | +729.8% |
| 5Y | +261.7% | -26.1% | +287.8% | +280.8% |
| All | +153.6% | +115.7% | +37.8% | +123.6% |
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