+12.4%
EMR vs NVD
-52.8%
+65.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | -0.4% | +10.8% | -11.2% | +1.0% |
| 30D | -6.8% | +0.8% | -7.5% | -6.2% |
| 3M | +7.5% | -20.8% | +28.3% | +5.4% |
| 6M | +9.9% | -41.2% | +51.0% | +3.8% |
| YTD | +16.0% | -44.2% | +60.2% | +8.9% |
| 1Y | +12.4% | -54.2% | +66.6% | +4.7% |
| All | +12.4% | -52.8% | +65.3% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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