+356.1%
ALL vs EMB
+29.2%
+326.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.2% | -2.3% |
| 7D | -1.7% | +0.3% | -2.0% | -1.9% |
| 30D | -4.7% | -0.5% | -4.2% | -4.3% |
| 3M | +18.4% | +0.3% | +18.0% | +17.9% |
| 6M | +20.5% | +1.2% | +19.3% | +19.0% |
| YTD | +23.5% | +1.5% | +22.1% | +21.7% |
| 1Y | +29.0% | +4.8% | +24.2% | +23.4% |
| 3Y | +153.7% | +30.4% | +123.4% | +99.5% |
| 5Y | +114.8% | +7.3% | +107.5% | +107.2% |
| 10Y | +356.1% | +29.7% | +326.4% | +290.3% |
| All | +356.1% | +29.2% | +326.9% | +290.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling