+16.7%
U vs EMB
+0.5%
+16.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.9% |
| 7D | +24.4% | +0.5% | +23.9% | +22.8% |
| 30D | +7.4% | +0.9% | +6.5% | +5.2% |
| 3M | +16.8% | -2.1% | +18.9% | +22.3% |
| 6M | +78.8% | -2.2% | +81.0% | +88.0% |
| YTD | +14.0% | -0.6% | +14.6% | +13.8% |
| 1Y | +16.7% | +0.2% | +16.5% | +13.8% |
| All | +16.7% | +0.5% | +16.2% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling