+12.0%
WBD vs EMB
+30.4%
-18.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.1% |
| 7D | -0.6% | -1.1% | +0.5% | +0.8% |
| 30D | +4.2% | -1.1% | +5.2% | +5.6% |
| 3M | +7.5% | -0.8% | +8.3% | +8.5% |
| 6M | +1.6% | -0.1% | +1.6% | +1.5% |
| YTD | -2.2% | +0.4% | -2.6% | -2.9% |
| 1Y | +124.9% | +3.3% | +121.6% | +115.3% |
| 3Y | +149.1% | +29.0% | +120.1% | +86.7% |
| 5Y | +7.8% | +6.3% | +1.5% | -3.7% |
| All | +12.0% | +30.4% | -18.4% | -13.6% |
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