+36.5%
EMB vs ACWI
+225.4%
-188.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.7% | +2.7% | -3.4% | -1.7% |
| 30D | +0.5% | -2.6% | +3.1% | +1.4% |
| 3M | -2.5% | -3.2% | +0.7% | -1.4% |
| 6M | -2.0% | +1.9% | -3.9% | -2.9% |
| YTD | -0.9% | +11.3% | -12.2% | -5.0% |
| 1Y | -0.3% | +11.7% | -12.0% | -4.6% |
| 3Y | +29.2% | +74.4% | -45.2% | +3.7% |
| 5Y | +7.4% | +59.5% | -52.0% | -11.8% |
| All | +36.5% | +225.4% | -188.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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