+501.9%
EMR vs UUUU
-91.9%
+593.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.5% |
| 7D | +3.1% | +2.8% | +0.2% | +2.9% |
| 30D | -3.5% | +3.4% | -6.9% | -3.8% |
| 3M | +9.8% | -3.9% | +13.7% | +9.7% |
| 6M | +10.8% | -23.2% | +34.0% | +12.1% |
| YTD | +15.9% | +0.6% | +15.4% | +14.3% |
| 1Y | +16.4% | +22.9% | -6.4% | +12.0% |
| 3Y | +62.1% | +98.6% | -36.5% | +47.1% |
| 5Y | +62.9% | +130.2% | -67.3% | +42.8% |
| 10Y | +267.8% | +519.5% | -251.7% | +184.2% |
| All | +501.9% | -91.9% | +593.8% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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