+514.9%
GEV vs EMB
+17.0%
+497.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.3% |
| 7D | +3.7% | -0.9% | +4.7% | +6.1% |
| 30D | -14.7% | +0.4% | -15.0% | -15.6% |
| 3M | -23.4% | -3.1% | -20.3% | -17.4% |
| 6M | -24.3% | -2.1% | -22.3% | -20.3% |
| YTD | +23.2% | -1.1% | +24.3% | +27.1% |
| 1Y | +44.2% | -0.1% | +44.3% | +45.7% |
| All | +514.9% | +17.0% | +497.9% | +332.8% |
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