+63.6%
EMR vs BBY
-1.6%
+65.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -1.2% | +0.7% | -1.9% | -1.4% |
| 30D | -9.4% | +5.8% | -15.2% | -11.1% |
| 3M | +8.6% | +18.0% | -9.4% | +2.8% |
| 6M | +6.7% | +39.8% | -33.2% | -4.8% |
| YTD | +13.1% | +35.4% | -22.3% | +1.7% |
| 1Y | +12.7% | +21.4% | -8.7% | +4.5% |
| 3Y | +58.1% | +39.5% | +18.5% | +35.8% |
| 5Y | +63.6% | -0.5% | +64.1% | +41.9% |
| All | +63.6% | -1.6% | +65.3% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling