+4,350.5%
EMR vs GEN
+8,591.0%
-4,240.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | +4.8% | +28.2% | -23.4% | +1.0% |
| 3M | +7.5% | +2.6% | +4.9% | +6.4% |
| 6M | +20.9% | +32.7% | -11.8% | +15.0% |
| YTD | +29.2% | +11.3% | +17.9% | +25.6% |
| 1Y | +33.0% | +17.9% | +15.0% | +28.2% |
| 3Y | +109.8% | +66.3% | +43.4% | +92.3% |
| 5Y | +91.9% | +31.7% | +60.3% | +79.7% |
| 10Y | +301.5% | +150.0% | +151.5% | +235.8% |
| All | +4,350.5% | +8,591.0% | -4,240.5% | +1,980.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling