+267.8%
EMR vs RBA
+182.6%
+85.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | +0.3% |
| 7D | +3.1% | -1.1% | +4.1% | +3.4% |
| 30D | -3.5% | -13.2% | +9.7% | +1.2% |
| 3M | +9.8% | -21.4% | +31.1% | +18.2% |
| 6M | +10.8% | -20.9% | +31.7% | +18.9% |
| YTD | +15.9% | -19.9% | +35.8% | +23.8% |
| 1Y | +16.4% | -28.7% | +45.1% | +29.4% |
| 3Y | +62.1% | +27.4% | +34.7% | +45.2% |
| 5Y | +62.9% | +41.7% | +21.2% | +34.9% |
| 10Y | +267.8% | +189.6% | +78.2% | +101.3% |
| All | +267.8% | +182.6% | +85.2% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling