+60,798.0%
EME vs SONY
+426.6%
+60,371.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.3% |
| 7D | +2.7% | -4.9% | +7.6% | +4.3% |
| 30D | -6.8% | -1.6% | -5.2% | -6.5% |
| 3M | -8.8% | +10.0% | -18.8% | -12.5% |
| 6M | +5.0% | +8.4% | -3.4% | +0.9% |
| YTD | +23.5% | -8.4% | +31.9% | +25.1% |
| 1Y | +21.3% | -18.4% | +39.7% | +27.4% |
| 3Y | +241.1% | +41.0% | +200.1% | +191.9% |
| 5Y | +549.2% | +9.3% | +539.9% | +494.7% |
| 10Y | +1,306.4% | +281.7% | +1,024.7% | +722.8% |
| All | +60,798.0% | +426.6% | +60,371.4% | +28,565.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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