+273.0%
EMR vs BLK
+283.5%
-10.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.5% |
| 7D | -0.4% | -3.3% | +2.9% | +1.8% |
| 30D | -6.8% | -6.5% | -0.3% | -2.7% |
| 3M | +7.5% | +6.7% | +0.7% | +2.5% |
| 6M | +9.9% | +14.7% | -4.9% | -0.1% |
| YTD | +16.0% | +2.5% | +13.4% | +13.0% |
| 1Y | +12.4% | -2.8% | +15.2% | +13.1% |
| 3Y | +60.2% | +65.9% | -5.6% | +12.6% |
| 5Y | +67.9% | +33.0% | +34.9% | +32.9% |
| All | +273.0% | +283.5% | -10.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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