+251.0%
DIA vs EMB
+29.7%
+221.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -1.2% | 0.0% | -1.3% | -1.3% |
| 30D | -2.7% | -0.3% | -2.4% | -2.4% |
| 3M | +3.3% | -0.3% | +3.6% | +3.6% |
| 6M | +10.4% | +0.7% | +9.7% | +9.7% |
| YTD | +10.0% | +1.3% | +8.7% | +8.8% |
| 1Y | +16.2% | +4.7% | +11.5% | +11.3% |
| 3Y | +58.7% | +30.1% | +28.7% | +23.5% |
| 5Y | +63.6% | +6.9% | +56.7% | +57.2% |
| 10Y | +251.0% | +30.7% | +220.3% | +189.7% |
| All | +251.0% | +29.7% | +221.3% | +189.7% |
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