+159.8%
ECHO vs SUI
+117.1%
+42.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -0.9% | +11.0% | +10.3% |
| 7D | +2.2% | +3.4% | -1.2% | +0.9% |
| 30D | +9.8% | +4.6% | +5.2% | +7.7% |
| 3M | +16.8% | +1.6% | +15.2% | +15.5% |
| 6M | -18.1% | -3.5% | -14.6% | -18.1% |
| YTD | -4.2% | -1.0% | -3.2% | -5.1% |
| 1Y | +41.2% | -1.7% | +43.0% | +40.0% |
| 3Y | +943.7% | +18.4% | +925.3% | +861.2% |
| 5Y | +277.5% | -26.3% | +303.9% | +298.1% |
| 10Y | +159.8% | +123.3% | +36.4% | +122.5% |
| All | +159.8% | +117.1% | +42.6% | +122.5% |
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