+62.1%
EMR vs NDAQ
+91.7%
-29.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.3% |
| 7D | +3.1% | -2.6% | +5.6% | +4.1% |
| 30D | -3.5% | +0.5% | -4.0% | -3.8% |
| 3M | +9.8% | +9.9% | -0.1% | +5.0% |
| 6M | +10.8% | +8.2% | +2.6% | +6.2% |
| YTD | +15.9% | -1.5% | +17.4% | +16.0% |
| 1Y | +16.4% | +1.3% | +15.1% | +14.5% |
| 3Y | +62.1% | +92.6% | -30.5% | +24.9% |
| All | +62.1% | +91.7% | -29.6% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling