+90.2%
EMR vs PAAS
+48.6%
+41.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +2.8% | -8.9% | +11.8% | +4.3% |
| 30D | +3.7% | -11.4% | +15.1% | +5.5% |
| 3M | +2.0% | -20.4% | +22.5% | +5.3% |
| 6M | +22.1% | -40.7% | +62.8% | +31.0% |
| YTD | +27.2% | -26.9% | +54.2% | +31.9% |
| 1Y | +32.0% | -3.1% | +35.1% | +32.1% |
| 3Y | +103.3% | +199.3% | -96.0% | +70.3% |
| All | +90.2% | +48.6% | +41.6% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling