+3,894.5%
EMR vs SONY
+516.6%
+3,377.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.8% |
| 7D | +3.1% | -5.2% | +8.2% | +4.6% |
| 30D | -3.5% | +0.3% | -3.8% | -3.7% |
| 3M | +9.8% | +6.2% | +3.5% | +7.3% |
| 6M | +10.8% | +9.5% | +1.2% | +7.1% |
| YTD | +15.9% | -8.1% | +24.0% | +17.8% |
| 1Y | +16.4% | -17.9% | +34.4% | +22.0% |
| 3Y | +62.1% | +41.5% | +20.6% | +43.1% |
| 5Y | +62.9% | +11.8% | +51.1% | +51.5% |
| 10Y | +267.8% | +275.4% | -7.7% | +139.0% |
| All | +3,894.5% | +516.6% | +3,377.9% | +1,842.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling