+268.6%
GE vs EMB
+28.8%
+239.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +7.1% | -0.1% | +7.2% | +7.3% |
| 30D | +6.5% | +1.3% | +5.2% | +4.4% |
| 3M | -13.6% | -2.2% | -11.3% | -10.3% |
| 6M | +6.0% | -2.3% | +8.3% | +10.3% |
| YTD | +5.4% | -0.6% | +6.0% | +7.4% |
| 1Y | +6.5% | +0.5% | +6.0% | +7.1% |
| 3Y | +268.6% | +29.4% | +239.2% | +206.5% |
| All | +268.6% | +28.8% | +239.7% | +206.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling