+30.9%
EMR vs Q
+30.6%
+0.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | +0.7% | +4.0% | -3.3% | -0.6% |
| 30D | +3.5% | -2.3% | +5.9% | +4.0% |
| 3M | +5.9% | -7.9% | +13.8% | +7.9% |
| 6M | +19.4% | -16.0% | +35.4% | +23.3% |
| YTD | +27.7% | +51.7% | -24.0% | +9.5% |
| 1Y | +30.9% | +28.3% | +2.6% | +17.5% |
| All | +30.9% | +30.6% | +0.3% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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