+2,495.3%
EMR vs DAR
+1,400.9%
+1,094.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.7% | -0.2% | +4.0% |
| 7D | +2.1% | -2.8% | +4.9% | +2.4% |
| 30D | +4.8% | -12.8% | +17.6% | +5.9% |
| 3M | +7.5% | -11.6% | +19.1% | +8.4% |
| 6M | +20.9% | -16.8% | +37.6% | +22.3% |
| YTD | +29.2% | +45.9% | -16.7% | +24.6% |
| 1Y | +33.0% | +61.5% | -28.5% | +27.2% |
| 3Y | +109.8% | +23.0% | +86.8% | +103.1% |
| 5Y | +91.9% | -35.8% | +127.8% | +94.2% |
| 10Y | +301.5% | +280.4% | +21.1% | +258.0% |
| All | +2,495.3% | +1,400.9% | +1,094.4% | +2,100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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