+17.0%
EMR vs NDAQ
+1.2%
+15.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.1% |
| 7D | +3.1% | -2.6% | +5.6% | +3.5% |
| 30D | -3.5% | +0.5% | -4.0% | -3.6% |
| 3M | +9.8% | +9.9% | -0.1% | +7.9% |
| 6M | +10.8% | +8.2% | +2.6% | +9.0% |
| YTD | +15.9% | -1.5% | +17.4% | +16.5% |
| All | +17.0% | +1.2% | +15.9% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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