+706.7%
ETN vs EMB
+30.3%
+676.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.1% |
| 7D | +3.5% | -1.2% | +4.7% | +5.0% |
| 30D | -7.5% | -1.3% | -6.3% | -6.1% |
| 3M | +8.3% | -1.8% | +10.1% | +10.7% |
| 6M | +20.2% | +0.2% | +20.0% | +20.4% |
| YTD | +34.7% | +0.4% | +34.3% | +34.6% |
| 1Y | +19.4% | +2.8% | +16.6% | +16.2% |
| 3Y | +85.5% | +29.1% | +56.4% | +40.9% |
| 5Y | +186.6% | +6.3% | +180.3% | +175.7% |
| All | +706.7% | +30.3% | +676.3% | +569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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