+62.1%
EMR vs TECH
-0.6%
+62.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +3.1% | +0.2% | +2.9% | +3.0% |
| 30D | -3.5% | +0.1% | -3.7% | -3.6% |
| 3M | +9.8% | +37.5% | -27.7% | +0.6% |
| 6M | +10.8% | +34.6% | -23.8% | +0.4% |
| YTD | +15.9% | +23.5% | -7.5% | +8.0% |
| 1Y | +16.4% | +34.4% | -18.0% | +5.2% |
| 3Y | +62.1% | +2.3% | +59.8% | +57.0% |
| All | +62.1% | -0.6% | +62.7% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling