+280.4%
EMR vs BB
+21.8%
+258.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | +2.8% | +1.8% | +1.0% | +2.6% |
| 30D | +3.7% | +8.1% | -4.5% | +2.4% |
| 3M | +2.0% | -1.0% | +3.0% | +1.6% |
| 6M | +22.1% | +45.9% | -23.8% | +14.0% |
| YTD | +27.2% | +134.8% | -107.6% | +11.0% |
| 1Y | +32.0% | +104.6% | -72.6% | +17.0% |
| 3Y | +103.3% | +152.8% | -49.6% | +69.0% |
| 5Y | +88.2% | -17.4% | +105.7% | +73.8% |
| All | +280.4% | +21.8% | +258.6% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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