+9.2%
WBD vs EMB
+34.7%
-25.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -3.5% | +17.3% | +18.1% |
| 7D | +13.8% | -3.5% | +17.3% | +18.1% |
| 30D | +13.8% | -3.5% | +17.3% | +18.1% |
| 3M | +13.8% | -3.5% | +17.3% | +18.1% |
| 6M | +13.3% | -1.3% | +14.6% | +14.1% |
| YTD | +7.4% | -2.4% | +9.8% | +9.7% |
| 1Y | +63.0% | -0.1% | +63.1% | +61.4% |
| 3Y | +206.7% | +31.1% | +175.7% | +123.8% |
| 5Y | +18.4% | +6.5% | +11.9% | +5.7% |
| All | +9.2% | +34.7% | -25.5% | -19.5% |
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