+12.7%
EMR vs SPXU
-34.8%
+47.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.2% | -0.4% |
| 7D | -1.2% | +6.4% | -7.6% | +2.0% |
| 30D | -9.4% | +5.9% | -15.4% | -6.5% |
| 3M | +8.6% | -11.7% | +20.2% | +2.7% |
| 6M | +6.7% | -28.7% | +35.4% | -8.3% |
| YTD | +13.1% | -26.4% | +39.4% | -0.3% |
| 1Y | +12.7% | -35.2% | +48.0% | -7.4% |
| All | +12.7% | -34.8% | +47.6% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling