+67.9%
AG vs EMB
+7.3%
+60.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.8% |
| 7D | +4.5% | +0.3% | +4.2% | +3.9% |
| 30D | +12.9% | -0.5% | +13.4% | +14.1% |
| 3M | +20.9% | +0.3% | +20.6% | +20.8% |
| 6M | -19.5% | +1.2% | -20.7% | -20.0% |
| YTD | +24.8% | +1.5% | +23.3% | +23.5% |
| 1Y | +120.2% | +4.8% | +115.4% | +106.0% |
| 3Y | +279.0% | +30.4% | +248.7% | +144.9% |
| 5Y | +67.9% | +7.3% | +60.7% | +51.3% |
| All | +67.9% | +7.3% | +60.6% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 5y: compounded portfolio wealth divided by compounded EMB 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…
5y analysis · Full analysis span regression · 6 months rolling