+56.2%
EMR vs BLK
+63.3%
-7.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.7% |
| 7D | -1.2% | -5.2% | +4.0% | +2.2% |
| 30D | -9.4% | -7.0% | -2.4% | -5.1% |
| 3M | +8.6% | +5.7% | +2.9% | +4.3% |
| 6M | +6.7% | +11.0% | -4.3% | -1.0% |
| YTD | +13.1% | +0.9% | +12.2% | +11.3% |
| 1Y | +12.7% | -1.6% | +14.4% | +12.3% |
| All | +56.2% | +63.3% | -7.1% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling