+4,282.2%
EMR vs SYY
+4,272.5%
+9.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | +2.7% | +1.3% | +1.3% | +2.1% |
| 30D | +2.1% | -3.5% | +5.6% | +3.2% |
| 3M | +2.3% | -9.3% | +11.6% | +5.8% |
| 6M | +22.5% | +5.9% | +16.6% | +18.7% |
| YTD | +27.2% | +6.5% | +20.7% | +21.7% |
| 1Y | +28.0% | +4.0% | +24.0% | +23.6% |
| 3Y | +103.4% | +23.0% | +80.5% | +80.6% |
| 5Y | +88.2% | +14.3% | +73.8% | +70.6% |
| 10Y | +280.3% | +85.8% | +194.5% | +169.4% |
| All | +4,282.2% | +4,272.5% | +9.7% | +1,086.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 all: compounded portfolio wealth divided by compounded SYY 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…
all analysis · Full analysis span regression · 6 months rolling