+280.4%
EMR vs GEN
+152.9%
+127.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | +2.8% | +2.0% | +0.8% | +2.4% |
| 30D | +3.7% | +27.7% | -24.1% | -2.2% |
| 3M | +2.0% | +3.3% | -1.2% | +0.4% |
| 6M | +22.1% | +31.8% | -9.7% | +12.6% |
| YTD | +27.2% | +13.5% | +13.7% | +21.1% |
| 1Y | +32.0% | +16.0% | +16.0% | +24.9% |
| 3Y | +103.3% | +70.6% | +32.7% | +74.9% |
| 5Y | +88.2% | +32.1% | +56.1% | +68.0% |
| All | +280.4% | +152.9% | +127.5% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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