+28.0%
EMR vs GPC
0.0%
+28.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.1% |
| 7D | +2.7% | -1.3% | +3.9% | +3.0% |
| 30D | +2.1% | -6.0% | +8.1% | +3.7% |
| 3M | +2.3% | -7.6% | +9.9% | +4.3% |
| 6M | +22.5% | +24.2% | -1.7% | +12.3% |
| YTD | +27.2% | +2.7% | +24.5% | +13.8% |
| 1Y | +28.0% | +0.2% | +27.9% | +17.1% |
| All | +28.0% | 0.0% | +28.0% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling