+301.5%
EMR vs AMC
-98.6%
+400.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.3% | -3.9% | +4.2% |
| 7D | +2.1% | +6.6% | -4.4% | +2.0% |
| 30D | +4.8% | +14.1% | -9.3% | +4.3% |
| 3M | +7.5% | +31.3% | -23.8% | +6.6% |
| 6M | +20.9% | +126.7% | -105.8% | +17.5% |
| YTD | +29.2% | +117.9% | -88.8% | +25.5% |
| 1Y | +33.0% | +41.1% | -8.1% | +30.6% |
| 3Y | +109.8% | -61.0% | +170.7% | +109.4% |
| 5Y | +91.9% | -99.1% | +191.1% | +102.9% |
| 10Y | +301.5% | -98.7% | +400.2% | +254.1% |
| All | +301.5% | -98.6% | +400.1% | +254.1% |
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