+4.7%
EMB vs GEN
+0.6%
+4.1%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | 0.0% | -2.9% | +2.9% | +0.1% |
| 30D | -0.3% | +2.1% | -2.3% | -0.3% |
| 3M | -0.3% | +19.7% | -20.0% | -0.8% |
| 6M | +0.7% | +33.3% | -32.5% | -0.3% |
| YTD | +1.3% | +11.1% | -9.8% | +1.0% |
| 1Y | +4.7% | +3.0% | +1.7% | +4.7% |
| All | +4.7% | +0.6% | +4.1% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling