+5.6%
XYZ vs EMR
+16.0%
-10.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | +2.9% | +3.1% | -0.2% | +1.2% |
| 30D | +1.4% | -3.5% | +4.9% | +3.4% |
| 3M | +14.6% | +9.8% | +4.8% | +8.4% |
| 6M | +20.8% | +10.8% | +10.0% | +12.8% |
| YTD | +23.1% | +15.9% | +7.1% | +13.0% |
| 1Y | +5.6% | +16.4% | -10.8% | -4.6% |
| All | +5.6% | +16.0% | -10.4% | -4.6% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling