+3,912.1%
EMR vs SYY
+4,458.5%
-546.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.2% |
| 7D | -1.5% | -2.3% | +0.8% | -0.6% |
| 30D | -5.6% | -4.9% | -0.7% | -3.7% |
| 3M | +7.9% | +8.4% | -0.4% | +4.2% |
| 6M | +6.0% | -7.4% | +13.4% | +8.4% |
| YTD | +16.4% | +11.0% | +5.5% | +10.1% |
| 1Y | +16.6% | -0.2% | +16.8% | +14.8% |
| 3Y | +62.9% | +23.8% | +39.1% | +44.8% |
| 5Y | +60.1% | +18.1% | +42.0% | +43.7% |
| 10Y | +268.8% | +94.6% | +174.2% | +157.2% |
| All | +3,912.1% | +4,458.5% | -546.5% | +973.1% |
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