+103.2%
EMR vs PAAS
+197.4%
-94.2%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.6% |
| 7D | +2.7% | -7.0% | +9.7% | +3.9% |
| 30D | +2.1% | -15.3% | +17.4% | +4.8% |
| 3M | +2.3% | -27.7% | +30.0% | +7.3% |
| 6M | +22.5% | -40.5% | +63.0% | +31.8% |
| YTD | +27.2% | -26.5% | +53.7% | +32.3% |
| 1Y | +28.0% | -0.8% | +28.8% | +28.8% |
| All | +103.2% | +197.4% | -94.2% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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