+3,912.1%
EMR vs TECH
+101,053.8%
-97,141.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -5.6% | +0.7% | -6.3% | -5.7% |
| 3M | +7.9% | +36.3% | -28.4% | +2.5% |
| 6M | +6.0% | +25.6% | -19.5% | +1.2% |
| YTD | +16.4% | +23.7% | -7.2% | +11.4% |
| 1Y | +16.6% | +37.6% | -21.0% | +9.4% |
| 3Y | +62.9% | -6.6% | +69.5% | +60.0% |
| 5Y | +60.1% | -42.2% | +102.3% | +66.8% |
| 10Y | +268.7% | +187.6% | +81.2% | +204.9% |
| All | +3,912.1% | +101,053.8% | -97,141.7% | +2,046.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling