+964.5%
EMR vs TRI
+518.6%
+445.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.5% | +6.1% | +2.6% |
| 7D | +3.1% | -7.1% | +10.2% | +6.3% |
| 30D | -3.5% | -2.3% | -1.2% | -3.2% |
| 3M | +9.8% | +19.6% | -9.8% | -2.7% |
| 6M | +10.8% | -8.7% | +19.5% | +9.7% |
| YTD | +15.9% | -22.3% | +38.2% | +22.4% |
| 1Y | +16.4% | -40.7% | +57.1% | +41.9% |
| 3Y | +62.1% | -17.8% | +79.9% | +60.5% |
| 5Y | +62.9% | -8.5% | +71.4% | +49.5% |
| 10Y | +267.8% | +192.6% | +75.2% | +70.4% |
| All | +964.5% | +518.6% | +445.9% | +160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling