+371.1%
GH vs EMB
+27.2%
+344.0%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.6% |
| 7D | +0.6% | -0.9% | +1.5% | +2.3% |
| 30D | -6.9% | +0.4% | -7.3% | -7.5% |
| 3M | -4.9% | -3.1% | -1.8% | +0.7% |
| 6M | +54.1% | -2.1% | +56.1% | +60.5% |
| YTD | +48.5% | -1.1% | +49.6% | +52.1% |
| 1Y | +61.2% | -0.1% | +61.2% | +62.0% |
| 3Y | +570.3% | +29.6% | +540.8% | +331.3% |
| 5Y | +46.1% | +7.2% | +39.0% | +27.5% |
| All | +371.1% | +27.2% | +344.0% | +165.8% |
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