+977.1%
BE vs EMB
+28.8%
+948.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.3% |
| 7D | +23.9% | 0.0% | +23.9% | +23.9% |
| 30D | +27.8% | -0.3% | +28.1% | +29.0% |
| 3M | +3.7% | -0.3% | +4.0% | +5.6% |
| 6M | +78.0% | +0.7% | +77.2% | +78.2% |
| YTD | +209.9% | +1.3% | +208.6% | +206.6% |
| 1Y | +389.6% | +4.7% | +384.9% | +345.8% |
| 3Y | +1,730.6% | +30.1% | +1,700.5% | +888.0% |
| 5Y | +1,227.8% | +6.9% | +1,221.0% | +1,181.7% |
| All | +977.1% | +28.8% | +948.3% | +523.7% |
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