+322.4%
NET vs EMB
+28.9%
+293.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -4.6% |
| 7D | -16.4% | +0.7% | -17.1% | -17.5% |
| 30D | -25.8% | +2.3% | -28.2% | -29.2% |
| 3M | -11.5% | -2.5% | -9.0% | -6.8% |
| 6M | +18.9% | -1.1% | +20.0% | +21.7% |
| YTD | +35.2% | -0.6% | +35.8% | +36.2% |
| 1Y | +14.5% | +0.6% | +13.8% | +12.2% |
| All | +322.4% | +28.9% | +293.5% | +148.7% |
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