+294.4%
ECHO vs TRMB
+258.7%
+35.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +2.2% | -16.6% | +18.7% | +8.3% |
| 30D | +9.8% | -8.9% | +18.7% | +12.7% |
| 3M | +16.8% | -6.3% | +23.2% | +18.4% |
| 6M | -18.1% | -10.0% | -8.1% | -16.3% |
| YTD | -4.2% | -30.1% | +25.9% | +6.5% |
| 1Y | +41.2% | -31.3% | +72.5% | +57.6% |
| 3Y | +943.7% | +30.8% | +912.9% | +835.8% |
| 5Y | +277.5% | -35.9% | +313.5% | +316.2% |
| 10Y | +159.8% | +101.7% | +58.0% | +89.0% |
| All | +294.4% | +258.7% | +35.7% | +102.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling