+1,115.1%
EMR vs NDAQ
+2,666.5%
-1,551.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.6% |
| 7D | +0.7% | +2.9% | -2.2% | -0.1% |
| 30D | +3.5% | +17.5% | -14.0% | -1.5% |
| 3M | +5.9% | +15.4% | -9.5% | +1.2% |
| 6M | +19.4% | +24.6% | -5.2% | +10.9% |
| YTD | +27.7% | +14.4% | +13.2% | +21.1% |
| 1Y | +30.9% | +26.9% | +4.0% | +20.4% |
| 3Y | +104.2% | +119.8% | -15.6% | +59.1% |
| 5Y | +89.6% | +70.5% | +19.1% | +57.8% |
| 10Y | +280.0% | +475.8% | -195.8% | +124.6% |
| All | +1,115.1% | +2,666.5% | -1,551.4% | +417.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling