+84.4%
PL vs EME
+22.9%
+61.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -3.1% |
| 7D | -7.5% | +5.2% | -12.7% | -10.2% |
| 30D | -25.6% | -5.4% | -20.2% | -23.3% |
| 3M | -45.6% | -6.1% | -39.5% | -43.7% |
| 6M | -29.5% | +9.7% | -39.2% | -33.0% |
| YTD | -9.7% | +26.6% | -36.3% | -23.0% |
| 1Y | +84.4% | +24.6% | +59.7% | +60.1% |
| All | +84.4% | +22.9% | +61.5% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EME 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling