+15.9%
ECHO vs URI
+5.1%
+10.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.9% |
| 7D | +8.6% | +2.5% | +6.1% | +8.1% |
| 30D | +3.8% | -12.5% | +16.3% | +6.4% |
| 3M | -19.9% | -6.2% | -13.7% | -19.1% |
| 6M | -12.1% | +25.9% | -37.9% | -17.0% |
| YTD | -14.1% | +26.2% | -40.3% | -17.2% |
| 1Y | +15.9% | +5.5% | +10.4% | +11.0% |
| All | +15.9% | +5.1% | +10.7% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling