+228.9%
ARM vs EEM
+63.6%
+165.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.2% | +2.5% | +0.3% |
| 7D | -15.2% | -2.8% | -12.4% | -9.7% |
| 30D | -40.7% | -11.9% | -28.7% | -22.3% |
| 3M | -39.1% | -8.8% | -30.3% | -24.6% |
| 6M | -26.4% | -11.6% | -14.8% | +0.8% |
| YTD | +59.7% | +9.0% | +50.7% | +46.1% |
| 1Y | +10.3% | +10.6% | -0.2% | -1.9% |
| 3Y | +228.9% | +64.4% | +164.5% | +36.1% |
| All | +228.9% | +63.6% | +165.3% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 3y: compounded portfolio wealth divided by compounded EEM 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…
3y analysis · Full analysis span regression · 6 months rolling