+3,894.5%
EMR vs AON
+5,010.1%
-1,115.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | +0.4% |
| 7D | +3.1% | -3.2% | +6.3% | +4.2% |
| 30D | -3.5% | -11.9% | +8.3% | +0.7% |
| 3M | +9.8% | -2.9% | +12.6% | +10.1% |
| 6M | +10.8% | -6.8% | +17.6% | +12.1% |
| YTD | +15.9% | -10.1% | +26.0% | +18.4% |
| 1Y | +16.4% | -14.2% | +30.7% | +20.8% |
| 3Y | +62.1% | -3.3% | +65.4% | +58.6% |
| 5Y | +62.9% | +13.6% | +49.3% | +48.9% |
| 10Y | +267.8% | +209.2% | +58.6% | +136.8% |
| All | +3,894.5% | +5,010.1% | -1,115.6% | +1,018.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AON 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling