+56.2%
EMR vs NVD
-99.1%
+155.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.8% | -0.8% |
| 7D | -1.2% | +9.0% | -10.3% | -0.2% |
| 30D | -9.4% | -5.5% | -4.0% | -9.7% |
| 3M | +8.6% | -24.6% | +33.2% | +6.2% |
| 6M | +6.7% | -42.1% | +48.8% | +2.2% |
| YTD | +13.1% | -44.3% | +57.4% | +8.4% |
| 1Y | +12.7% | -54.2% | +66.9% | +6.8% |
| All | +56.2% | -99.1% | +155.3% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling