+14,700.0%
MO vs EMR
+4,021.7%
+10,678.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.0% | +3.1% | -5.1% | -2.8% |
| 30D | -0.3% | -3.5% | +3.3% | +0.5% |
| 3M | -2.9% | +9.8% | -12.7% | -5.8% |
| 6M | +5.8% | +10.8% | -5.0% | +1.8% |
| YTD | +22.0% | +15.9% | +6.1% | +15.4% |
| 1Y | +10.7% | +16.4% | -5.8% | +4.1% |
| 3Y | +94.4% | +62.1% | +32.3% | +62.4% |
| 5Y | +97.2% | +62.9% | +34.3% | +62.2% |
| 10Y | +103.0% | +267.8% | -164.8% | +27.5% |
| All | +14,700.0% | +4,021.7% | +10,678.3% | +3,459.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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