+56.2%
EMR vs GPN
-27.4%
+83.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.8% |
| 7D | -1.2% | -3.5% | +2.3% | -0.3% |
| 30D | -9.4% | +3.1% | -12.6% | -10.3% |
| 3M | +8.6% | +42.3% | -33.7% | -2.8% |
| 6M | +6.7% | +20.9% | -14.2% | -0.2% |
| YTD | +13.1% | +15.2% | -2.2% | +6.8% |
| 1Y | +12.7% | +5.4% | +7.3% | +9.2% |
| All | +56.2% | -27.4% | +83.6% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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