+280.0%
EMR vs AMC
-98.7%
+378.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -2.9% | -1.2% |
| 7D | +0.7% | +5.5% | -4.8% | +0.5% |
| 30D | +3.5% | +16.1% | -12.6% | +3.1% |
| 3M | +5.9% | +43.0% | -37.1% | +4.8% |
| 6M | +19.4% | +130.7% | -111.2% | +16.0% |
| YTD | +27.7% | +121.8% | -94.1% | +23.9% |
| 1Y | +30.9% | +40.7% | -9.7% | +28.6% |
| 3Y | +104.2% | -56.8% | +161.0% | +103.4% |
| 5Y | +89.6% | -99.1% | +188.7% | +100.2% |
| 10Y | +280.0% | -98.7% | +378.7% | +234.2% |
| All | +280.0% | -98.7% | +378.7% | +234.2% |
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