+65.8%
EMR vs NDAQ
+52.5%
+13.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | +0.9% | -1.6% | +2.5% | +1.5% |
| 30D | -5.0% | -1.5% | -3.5% | -4.4% |
| 3M | +5.9% | +8.0% | -2.1% | +1.7% |
| 6M | +7.3% | +7.7% | -0.4% | +2.6% |
| YTD | +14.6% | -2.3% | +16.9% | +14.4% |
| 1Y | +15.6% | +0.6% | +15.1% | +13.6% |
| 3Y | +60.2% | +90.9% | -30.8% | +15.9% |
| 5Y | +65.8% | +52.5% | +13.4% | +28.0% |
| All | +65.8% | +52.5% | +13.3% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling