+104.2%
EMR vs VRSN
+54.6%
+49.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.4% |
| 7D | +0.7% | -0.9% | +1.6% | +0.8% |
| 30D | +3.5% | +2.4% | +1.1% | +3.3% |
| 3M | +5.9% | +6.4% | -0.5% | +5.2% |
| 6M | +19.4% | +8.6% | +10.9% | +18.1% |
| YTD | +27.7% | +29.3% | -1.6% | +21.1% |
| 1Y | +30.9% | +27.2% | +3.7% | +24.7% |
| 3Y | +104.2% | +52.8% | +51.4% | +67.6% |
| All | +104.2% | +54.6% | +49.6% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling