+928.6%
EMR vs BNS
+1,476.3%
-547.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | +0.2% |
| 7D | +3.1% | +1.8% | +1.3% | +1.8% |
| 30D | -3.5% | +4.5% | -8.0% | -6.6% |
| 3M | +9.8% | +15.8% | -6.0% | -0.6% |
| 6M | +10.8% | +31.5% | -20.7% | -7.5% |
| YTD | +15.9% | +28.6% | -12.7% | -1.8% |
| 1Y | +16.4% | +48.2% | -31.8% | -10.1% |
| 3Y | +62.1% | +130.8% | -68.7% | -7.4% |
| 5Y | +62.9% | +94.9% | -32.0% | +2.8% |
| 10Y | +267.8% | +179.6% | +88.2% | +85.5% |
| All | +928.6% | +1,476.3% | -547.6% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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