+202.7%
PAAS vs EMB
+29.2%
+173.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.5% |
| 7D | +2.0% | +0.3% | +1.7% | +1.5% |
| 30D | -0.1% | -0.5% | +0.4% | +0.7% |
| 3M | +8.2% | +0.3% | +7.9% | +7.8% |
| 6M | -13.8% | +1.2% | -15.0% | -14.6% |
| YTD | -0.6% | +1.5% | -2.1% | -2.0% |
| 1Y | +44.0% | +4.8% | +39.2% | +35.0% |
| 3Y | +246.6% | +30.4% | +216.2% | +133.2% |
| 5Y | +116.1% | +7.3% | +108.8% | +99.8% |
| 10Y | +202.7% | +29.7% | +173.0% | +84.0% |
| All | +202.7% | +29.2% | +173.5% | +84.0% |
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