+47.0%
EMB vs TRU
+228.6%
-181.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.2% |
| 7D | +0.3% | -7.2% | +7.5% | +1.2% |
| 30D | -0.5% | -2.8% | +2.3% | -0.2% |
| 3M | +0.3% | +13.0% | -12.7% | -1.5% |
| 6M | +1.2% | +0.7% | +0.5% | +0.6% |
| YTD | +1.5% | -9.0% | +10.5% | +1.9% |
| 1Y | +4.8% | -16.3% | +21.1% | +6.1% |
| 3Y | +30.4% | -1.1% | +31.4% | +26.1% |
| 5Y | +7.3% | -36.0% | +43.3% | +8.7% |
| 10Y | +29.7% | +139.9% | -110.2% | +12.7% |
| All | +47.0% | +228.6% | -181.5% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling