+224.2%
ECHO vs URI
+209.3%
+14.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.6% |
| 7D | +9.1% | +9.3% | -0.2% | +5.3% |
| 30D | +7.2% | +7.6% | -0.4% | +4.1% |
| 3M | +6.1% | +1.0% | +5.0% | +5.4% |
| 6M | -24.2% | +19.8% | -44.0% | -30.3% |
| YTD | -9.7% | +41.9% | -51.6% | -24.2% |
| 1Y | +40.9% | +33.4% | +7.5% | +21.5% |
| 3Y | +883.3% | +156.0% | +727.2% | +512.3% |
| 5Y | +224.2% | +209.5% | +14.7% | +89.4% |
| All | +224.2% | +209.3% | +14.8% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling