+291.9%
FTI vs EMB
+30.4%
+261.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -1.6% |
| 7D | -5.6% | -1.1% | -4.5% | -4.0% |
| 30D | +0.4% | -1.1% | +1.5% | +2.0% |
| 3M | +8.1% | -0.8% | +8.9% | +9.0% |
| 6M | +16.7% | -0.1% | +16.8% | +16.1% |
| YTD | +70.0% | +0.4% | +69.5% | +67.9% |
| 1Y | +85.4% | +3.3% | +82.2% | +75.1% |
| 3Y | +265.9% | +29.0% | +236.9% | +144.6% |
| 5Y | +1,072.7% | +6.3% | +1,066.4% | +1,041.2% |
| All | +291.9% | +30.4% | +261.4% | +217.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling