+275.1%
BLK vs EMB
+30.3%
+244.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -3.3% | -1.2% | -2.1% | -1.7% |
| 30D | -6.5% | -1.3% | -5.3% | -4.9% |
| 3M | +6.7% | -1.8% | +8.5% | +9.5% |
| 6M | +14.7% | +0.2% | +14.5% | +14.8% |
| YTD | +2.5% | +0.4% | +2.2% | +2.4% |
| 1Y | -2.8% | +2.8% | -5.6% | -5.9% |
| 3Y | +65.9% | +29.1% | +36.7% | +20.0% |
| 5Y | +33.0% | +6.3% | +26.7% | +22.5% |
| All | +275.1% | +30.3% | +244.7% | +202.4% |
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 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