+273.0%
EMR vs TRI
+196.2%
+76.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.0% |
| 7D | -0.4% | -7.9% | +7.5% | +2.2% |
| 30D | -6.8% | -4.5% | -2.3% | -5.8% |
| 3M | +7.5% | +22.1% | -14.6% | -2.4% |
| 6M | +9.9% | -2.8% | +12.6% | +7.6% |
| YTD | +16.0% | -23.4% | +39.4% | +25.5% |
| 1Y | +12.4% | -41.5% | +54.0% | +39.7% |
| 3Y | +60.2% | -19.2% | +79.5% | +61.2% |
| 5Y | +67.9% | -9.4% | +77.3% | +54.4% |
| All | +273.0% | +196.2% | +76.8% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling