+58.3%
EMR vs LVS
-6.8%
+65.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +0.9% | -2.7% | +3.6% | +1.7% |
| 30D | -5.0% | -4.7% | -0.3% | -3.7% |
| 3M | +5.9% | -15.6% | +21.5% | +11.2% |
| 6M | +7.3% | -18.6% | +26.0% | +13.7% |
| YTD | +14.6% | -32.3% | +46.8% | +27.8% |
| 1Y | +15.6% | -18.0% | +33.7% | +19.9% |
| All | +58.3% | -6.8% | +65.1% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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