+104.2%
EMR vs BB
+152.5%
-48.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | +0.7% | +11.6% | -10.9% | -0.8% |
| 30D | +3.5% | +2.6% | +0.9% | +2.9% |
| 3M | +5.9% | +3.5% | +2.4% | +4.8% |
| 6M | +19.4% | +43.5% | -24.0% | +10.5% |
| YTD | +27.7% | +141.2% | -113.5% | +8.2% |
| 1Y | +30.9% | +97.4% | -66.5% | +14.0% |
| 3Y | +104.2% | +151.1% | -46.9% | +60.1% |
| All | +104.2% | +152.5% | -48.3% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling