+263.6%
EMR vs WY
+7.2%
+256.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.3% | 0.0% |
| 7D | -1.2% | -3.7% | +2.5% | +0.6% |
| 30D | -9.4% | -11.3% | +1.9% | -4.0% |
| 3M | +8.6% | -8.1% | +16.7% | +12.6% |
| 6M | +6.7% | -7.4% | +14.1% | +10.2% |
| YTD | +13.1% | -4.7% | +17.8% | +14.6% |
| 1Y | +12.7% | -9.2% | +21.9% | +16.7% |
| 3Y | +58.1% | -24.7% | +82.8% | +76.6% |
| 5Y | +63.6% | -21.6% | +85.2% | +75.3% |
| All | +263.6% | +7.2% | +256.4% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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