+641.7%
BE vs EMB
+26.5%
+615.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -2.7% |
| 7D | -13.4% | +0.5% | -13.9% | -14.3% |
| 30D | -33.9% | +0.9% | -34.8% | -35.4% |
| 3M | -12.0% | -2.1% | -9.9% | -5.8% |
| 6M | -29.0% | -2.2% | -26.8% | -22.8% |
| YTD | +113.4% | -0.6% | +114.0% | +123.8% |
| 1Y | +33.2% | +0.2% | +33.0% | +37.3% |
| 3Y | +1,659.2% | +29.5% | +1,629.7% | +870.0% |
| 5Y | +461.4% | +8.0% | +453.4% | +429.2% |
| All | +641.7% | +26.5% | +615.2% | +355.2% |
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