+625.7%
BX vs EMB
+36.8%
+588.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.1% | -1.4% |
| 7D | -1.1% | -0.7% | -0.4% | +0.2% |
| 30D | +8.8% | +0.5% | +8.3% | +8.1% |
| 3M | -18.3% | -2.5% | -15.8% | -13.9% |
| 6M | -1.5% | -2.0% | +0.5% | +3.1% |
| YTD | -19.9% | -0.9% | -19.1% | -17.7% |
| 1Y | -14.5% | -0.3% | -14.2% | -13.0% |
| 3Y | +32.3% | +29.2% | +3.1% | -13.3% |
| 5Y | -1.1% | +7.4% | -8.6% | -10.2% |
| All | +625.7% | +36.8% | +588.9% | +425.4% |
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