-0.5%
BBY vs EMB
+6.1%
-6.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +1.2% |
| 7D | +0.7% | -1.1% | +1.8% | +2.2% |
| 30D | +5.8% | -1.1% | +6.8% | +7.4% |
| 3M | +18.0% | -0.8% | +18.8% | +19.4% |
| 6M | +39.8% | -0.1% | +39.9% | +40.1% |
| YTD | +35.4% | +0.4% | +34.9% | +34.7% |
| 1Y | +21.4% | +3.3% | +18.1% | +16.4% |
| 3Y | +39.5% | +29.0% | +10.5% | +1.7% |
| 5Y | -0.5% | +6.3% | -6.8% | -14.4% |
| All | -0.5% | +6.1% | -6.6% | -14.4% |
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