+105.2%
EMDM price history and return analytics
+78.6%
+26.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | +1.4% |
| 7D | -4.6% | -4.2% | -0.5% | +0.4% |
| 30D | -14.6% | -5.8% | -8.8% | -8.1% |
| 3M | -9.9% | -5.2% | -4.7% | -3.7% |
| 6M | -7.8% | +0.1% | -8.0% | -6.9% |
| YTD | +18.4% | +8.2% | +10.1% | +10.4% |
| 1Y | +25.5% | +10.1% | +15.3% | +15.0% |
| 3Y | +99.6% | +69.7% | +30.0% | +16.4% |
| All | +105.2% | +78.6% | +26.6% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling