+502.9%
TEAM vs EMR
+266.1%
+236.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.2% |
| 7D | -4.7% | +0.9% | -5.6% | -5.0% |
| 30D | +17.0% | -5.0% | +22.0% | +19.0% |
| 3M | +85.9% | +5.9% | +80.0% | +81.0% |
| 6M | +116.7% | +7.3% | +109.3% | +107.0% |
| YTD | +9.6% | +14.6% | -4.9% | +1.2% |
| 1Y | -2.5% | +15.6% | -18.2% | -10.6% |
| 3Y | -14.0% | +60.2% | -74.1% | -30.5% |
| 5Y | -53.1% | +65.8% | -118.9% | -63.0% |
| 10Y | +502.9% | +277.4% | +225.5% | +258.5% |
| All | +502.9% | +266.1% | +236.8% | +258.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling