+36.9%
EMB vs BEN
+60.1%
-23.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.4% | +7.2% | -7.6% | -1.2% |
| 30D | +1.5% | +14.1% | -12.6% | -0.1% |
| 3M | -1.6% | +9.9% | -11.5% | -2.8% |
| 6M | -1.5% | +17.4% | -18.9% | -3.5% |
| YTD | -0.1% | +57.3% | -57.4% | -5.6% |
| 1Y | +0.5% | +66.9% | -66.4% | -5.8% |
| 3Y | +30.2% | +85.7% | -55.4% | +19.3% |
| 5Y | +8.6% | +31.2% | -22.6% | +1.8% |
| 10Y | +36.9% | +61.0% | -24.2% | +21.2% |
| All | +36.9% | +60.1% | -23.2% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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