+280.4%
EMR vs SPXU
-99.5%
+379.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | +0.5% |
| 7D | +2.8% | -7.6% | +10.4% | 0.0% |
| 30D | +3.7% | +5.3% | -1.7% | +6.7% |
| 3M | +2.0% | +9.6% | -7.6% | +7.1% |
| 6M | +22.1% | -4.5% | +26.6% | +23.0% |
| YTD | +27.2% | -25.9% | +53.1% | +18.9% |
| 1Y | +32.0% | -28.9% | +60.9% | +22.0% |
| 3Y | +103.3% | -80.5% | +183.7% | +31.4% |
| 5Y | +88.2% | -83.4% | +171.6% | +35.0% |
| All | +280.4% | -99.5% | +379.9% | +4.5% |
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