+62.1%
EMR vs BB
+68.2%
-6.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.7% |
| 7D | +3.1% | +0.5% | +2.6% | +3.0% |
| 30D | -3.5% | -12.4% | +8.8% | -1.9% |
| 3M | +9.8% | -15.3% | +25.1% | +10.9% |
| 6M | +10.8% | +128.8% | -118.0% | -4.5% |
| YTD | +15.9% | +107.7% | -91.7% | +1.4% |
| 1Y | +16.4% | +103.9% | -87.5% | +1.4% |
| 3Y | +62.1% | +72.6% | -10.5% | +33.9% |
| All | +62.1% | +68.2% | -6.1% | +33.9% |
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