+267.8%
EMR vs BIL
+25.3%
+242.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.1% | +0.1% | +3.0% | +3.2% |
| 30D | -3.5% | +0.3% | -3.8% | -3.1% |
| 3M | +9.8% | +0.9% | +8.9% | +11.5% |
| 6M | +10.8% | +1.8% | +9.0% | +13.8% |
| YTD | +15.9% | +2.5% | +13.5% | +19.8% |
| 1Y | +16.4% | +3.7% | +12.7% | +21.7% |
| 3Y | +62.1% | +14.1% | +48.0% | +63.2% |
| 5Y | +62.9% | +19.4% | +43.5% | +58.8% |
| 10Y | +267.8% | +25.3% | +242.5% | +256.4% |
| All | +267.8% | +25.3% | +242.5% | +256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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