+159.0%
ECHO vs URI
+1,313.6%
-1,154.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +6.9% | +0.1% | +4.3% |
| 7D | +3.0% | -4.0% | +7.0% | +4.8% |
| 30D | +6.7% | +6.8% | -0.1% | +4.1% |
| 3M | +12.4% | -2.8% | +15.2% | +13.4% |
| 6M | -20.4% | +20.9% | -41.3% | -26.9% |
| YTD | -6.9% | +40.2% | -47.2% | -20.8% |
| 1Y | +37.7% | +34.1% | +3.6% | +19.1% |
| 3Y | +902.9% | +164.1% | +738.7% | +544.0% |
| 5Y | +275.3% | +199.3% | +76.0% | +123.4% |
| 10Y | +159.0% | +1,218.8% | -1,059.8% | -11.7% |
| All | +159.0% | +1,313.6% | -1,154.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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