+311.3%
EMR vs AMC
-98.7%
+410.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.2% |
| 7D | -1.6% | +2.6% | -4.2% | -1.7% |
| 30D | +2.0% | +9.0% | -7.1% | +1.7% |
| 3M | +3.8% | +22.2% | -18.4% | +3.1% |
| 6M | +10.5% | +91.5% | -80.9% | +7.9% |
| YTD | +23.7% | +101.3% | -77.6% | +20.4% |
| 1Y | +25.4% | +20.8% | +4.6% | +23.7% |
| 3Y | +86.6% | -71.3% | +157.9% | +87.7% |
| 5Y | +83.0% | -99.2% | +182.3% | +94.1% |
| All | +311.3% | -98.7% | +410.1% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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