+4,350.5%
EMR vs TECH
+101,612.5%
-97,262.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.3% | +4.4% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +4.8% | +0.5% | +4.2% | +4.7% |
| 3M | +7.5% | +0.9% | +6.6% | +7.3% |
| 6M | +20.9% | +51.0% | -30.2% | +12.8% |
| YTD | +29.2% | +24.4% | +4.8% | +23.4% |
| 1Y | +33.0% | +27.6% | +5.4% | +26.5% |
| 3Y | +109.8% | +29.9% | +79.8% | +96.5% |
| 5Y | +91.9% | -40.6% | +132.6% | +99.4% |
| 10Y | +301.5% | +196.7% | +104.8% | +230.6% |
| All | +4,350.5% | +101,612.5% | -97,262.0% | +2,278.8% |
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