+3,894.5%
EMR vs BBY
+74,802.5%
-70,908.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +3.1% | +8.1% | -5.0% | +1.7% |
| 30D | -3.5% | +8.9% | -12.5% | -5.0% |
| 3M | +9.8% | +22.0% | -12.3% | +5.9% |
| 6M | +10.8% | +37.8% | -27.0% | +4.3% |
| YTD | +15.9% | +37.3% | -21.4% | +9.1% |
| 1Y | +16.4% | +21.6% | -5.1% | +11.7% |
| 3Y | +62.1% | +41.5% | +20.6% | +49.8% |
| 5Y | +62.9% | +1.2% | +61.7% | +56.6% |
| 10Y | +267.8% | +237.8% | +30.0% | +191.5% |
| All | +3,894.5% | +74,802.5% | -70,908.1% | +1,729.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling