+12.4%
EMR vs PSLV
+49.9%
-37.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | -0.4% | -3.5% | +3.0% | +0.2% |
| 30D | -6.8% | -2.1% | -4.6% | -6.5% |
| 3M | +7.5% | -1.6% | +9.1% | +7.4% |
| 6M | +9.9% | -25.5% | +35.4% | +13.7% |
| YTD | +16.0% | -11.4% | +27.4% | +16.7% |
| 1Y | +12.4% | +48.6% | -36.1% | +9.2% |
| All | +12.4% | +49.9% | -37.4% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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