+273.0%
EMR vs SPXU
-99.6%
+372.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.4% | +5.0% | +1.6% |
| 7D | -0.4% | +2.5% | -2.9% | +0.6% |
| 30D | -6.8% | +4.2% | -11.0% | -5.1% |
| 3M | +7.5% | -9.3% | +16.7% | +4.5% |
| 6M | +9.9% | -30.7% | +40.6% | -1.9% |
| YTD | +16.0% | -28.1% | +44.1% | +5.9% |
| 1Y | +12.4% | -35.2% | +47.7% | -0.3% |
| 3Y | +60.2% | -79.9% | +140.2% | +4.1% |
| 5Y | +67.9% | -86.4% | +154.3% | +10.6% |
| All | +273.0% | -99.6% | +372.6% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling