+82.1%
EWT vs EMB
+3.6%
+78.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | 0.0% |
| 7D | -1.1% | -1.1% | 0.0% | +2.5% |
| 30D | +4.8% | -1.1% | +5.9% | +8.4% |
| 3M | +11.1% | -0.8% | +11.9% | +14.3% |
| 6M | +54.6% | -0.1% | +54.7% | +56.2% |
| YTD | +71.4% | +0.4% | +71.0% | +71.9% |
| 1Y | +82.1% | +3.3% | +78.8% | +67.1% |
| All | +82.1% | +3.6% | +78.5% | +67.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling