+668.0%
BE vs EMB
+25.8%
+642.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.3% |
| 7D | +10.8% | -0.9% | +11.7% | +14.1% |
| 30D | -19.8% | +0.4% | -20.1% | -20.4% |
| 3M | -18.7% | -3.1% | -15.6% | -10.5% |
| 6M | -33.7% | -2.1% | -31.7% | -28.2% |
| YTD | +121.0% | -1.1% | +122.0% | +135.1% |
| 1Y | +85.4% | -0.1% | +85.5% | +92.4% |
| 3Y | +1,709.5% | +29.6% | +1,679.9% | +898.7% |
| 5Y | +462.2% | +7.2% | +455.0% | +441.5% |
| All | +668.0% | +25.8% | +642.1% | +378.1% |
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