+33.0%
ALB vs EMB
+31.5%
+1.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.3% |
| 7D | +5.3% | +0.5% | +4.8% | +4.5% |
| 30D | -6.3% | +0.9% | -7.1% | -7.4% |
| 3M | -27.4% | -2.1% | -25.3% | -25.0% |
| 6M | -53.1% | -2.2% | -50.9% | -51.4% |
| YTD | -32.3% | -0.6% | -31.7% | -31.5% |
| 1Y | -7.3% | +0.2% | -7.5% | -7.2% |
| 3Y | -14.9% | +29.5% | -44.5% | -38.4% |
| 5Y | -62.0% | +8.0% | -70.0% | -65.3% |
| 10Y | +33.0% | +35.3% | -2.3% | -0.3% |
| All | +33.0% | +31.5% | +1.5% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling