+1,306.4%
EME vs BUD
-24.2%
+1,330.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -1.6% |
| 7D | +2.7% | -1.3% | +4.0% | +3.2% |
| 30D | -6.8% | -6.1% | -0.7% | -4.7% |
| 3M | -8.8% | -3.8% | -5.1% | -8.0% |
| 6M | +5.0% | +8.2% | -3.2% | +0.9% |
| YTD | +23.5% | +23.6% | -0.1% | +12.3% |
| 1Y | +21.3% | +33.4% | -12.1% | +6.8% |
| 3Y | +241.1% | +45.3% | +195.7% | +179.6% |
| 5Y | +549.2% | +44.3% | +504.9% | +420.3% |
| 10Y | +1,306.4% | -22.8% | +1,329.2% | +1,104.4% |
| All | +1,306.4% | -24.2% | +1,330.6% | +1,104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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