+1,344.7%
EME vs BB
+1.6%
+1,343.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.1% |
| 7D | +3.5% | -0.4% | +3.9% | +3.6% |
| 30D | -6.3% | -12.5% | +6.2% | -4.6% |
| 3M | -3.8% | -17.4% | +13.7% | -1.7% |
| 6M | +8.5% | +119.1% | -110.6% | -4.8% |
| YTD | +27.8% | +102.4% | -74.6% | +13.3% |
| 1Y | +22.2% | +98.2% | -76.0% | +8.6% |
| 3Y | +253.5% | +46.9% | +206.5% | +215.7% |
| 5Y | +578.6% | -26.4% | +605.0% | +543.7% |
| All | +1,344.7% | +1.6% | +1,343.1% | +865.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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