+1,744.2%
TER vs EMB
+29.2%
+1,715.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.4% |
| 7D | +11.0% | +0.3% | +10.7% | +10.4% |
| 30D | -1.9% | -0.5% | -1.4% | -1.1% |
| 3M | -0.7% | +0.3% | -1.0% | -0.9% |
| 6M | +36.4% | +1.2% | +35.2% | +35.8% |
| YTD | +92.4% | +1.5% | +91.0% | +91.1% |
| 1Y | +213.5% | +4.8% | +208.7% | +196.1% |
| 3Y | +277.2% | +30.4% | +246.9% | +156.8% |
| 5Y | +219.1% | +7.3% | +211.9% | +197.1% |
| 10Y | +1,744.2% | +29.7% | +1,714.5% | +1,296.4% |
| All | +1,744.2% | +29.2% | +1,715.0% | +1,296.4% |
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