+1,306.4%
EME vs ACWI
+226.5%
+1,079.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.7% |
| 7D | +2.7% | 0.0% | +2.7% | +2.7% |
| 30D | -6.8% | -0.6% | -6.2% | -6.2% |
| 3M | -8.8% | +4.3% | -13.1% | -12.6% |
| 6M | +5.0% | +12.7% | -7.7% | -7.7% |
| YTD | +23.5% | +13.9% | +9.6% | +7.4% |
| 1Y | +21.3% | +20.5% | +0.8% | -0.3% |
| 3Y | +241.1% | +76.5% | +164.5% | +88.2% |
| 5Y | +549.2% | +67.5% | +481.6% | +277.8% |
| 10Y | +1,306.4% | +231.8% | +1,074.5% | +275.2% |
| All | +1,306.4% | +226.5% | +1,079.9% | +275.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling