+280.3%
EMR vs BIL
+26.1%
+254.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +2.1% | +0.3% | +1.8% | +2.3% |
| 3M | +2.3% | +0.9% | +1.3% | +3.2% |
| 6M | +22.5% | +1.8% | +20.7% | +25.1% |
| YTD | +27.2% | +3.1% | +24.0% | +30.9% |
| 1Y | +28.0% | +3.7% | +24.3% | +32.2% |
| 3Y | +103.4% | +13.8% | +89.6% | +94.0% |
| 5Y | +88.2% | +20.2% | +67.9% | +65.6% |
| All | +280.3% | +26.1% | +254.2% | +198.9% |
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