+185.5%
PAAS vs EMB
+31.5%
+154.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.8% |
| 7D | +4.2% | +0.5% | +3.7% | +3.5% |
| 30D | -13.8% | +0.9% | -14.7% | -14.9% |
| 3M | -22.7% | -2.1% | -20.6% | -19.7% |
| 6M | -32.1% | -2.2% | -29.9% | -29.1% |
| YTD | -22.3% | -0.6% | -21.7% | -20.5% |
| 1Y | +7.7% | +0.2% | +7.4% | +8.8% |
| 3Y | +214.0% | +29.5% | +184.5% | +115.6% |
| 5Y | +63.2% | +8.0% | +55.2% | +49.5% |
| 10Y | +185.5% | +35.3% | +150.2% | +13.7% |
| All | +185.5% | +31.5% | +154.0% | +13.7% |
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 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