+259.3%
ECHO vs TRMB
-37.5%
+296.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.5% |
| 7D | +8.6% | -0.3% | +8.8% | +8.7% |
| 30D | +3.8% | -1.2% | +5.0% | +4.0% |
| 3M | -19.9% | +9.6% | -29.5% | -23.8% |
| 6M | -12.1% | -16.1% | +4.1% | -6.1% |
| YTD | -14.1% | -25.0% | +10.9% | -3.4% |
| 1Y | +15.9% | -27.7% | +43.6% | +31.7% |
| 3Y | +417.8% | +15.3% | +402.5% | +378.9% |
| 5Y | +259.3% | -37.4% | +296.7% | +247.3% |
| All | +259.3% | -37.5% | +296.8% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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