+6.3%
EMB vs UUUU
+111.0%
-104.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.6% |
| 7D | -1.1% | -5.0% | +3.9% | -0.9% |
| 30D | -1.1% | -7.8% | +6.7% | -0.9% |
| 3M | -0.8% | -0.4% | -0.3% | -0.9% |
| 6M | -0.1% | -32.9% | +32.8% | +0.8% |
| YTD | +0.4% | -6.3% | +6.7% | -0.3% |
| 1Y | +3.3% | +7.9% | -4.6% | +1.3% |
| 3Y | +29.0% | +85.2% | -56.2% | +21.8% |
| 5Y | +6.3% | +97.0% | -90.6% | -1.2% |
| All | +6.3% | +111.0% | -104.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling