-2.1%
EME vs ACWI
+14.9%
-17.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -12.3% |
| 7D | -5.8% | -0.5% | -5.3% | -5.3% |
| 30D | -17.9% | -1.6% | -16.3% | -15.6% |
| 3M | -22.0% | -1.3% | -20.7% | -20.2% |
| 6M | -29.7% | +5.8% | -35.5% | -35.7% |
| YTD | +4.7% | +12.7% | -8.0% | -14.0% |
| 1Y | -2.1% | +15.0% | -17.1% | -22.3% |
| All | -2.1% | +14.9% | -17.0% | -22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling