+21.9%
BABA vs EEM
+71.2%
-49.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -13.8% | +2.7% | -16.4% | -16.3% |
| 30D | -15.1% | -5.4% | -9.7% | -10.4% |
| 3M | -22.7% | -8.6% | -14.1% | -15.6% |
| 6M | -34.7% | -8.9% | -25.8% | -30.5% |
| YTD | -35.0% | +11.9% | -47.0% | -50.4% |
| 1Y | -40.4% | +13.1% | -53.5% | -55.3% |
| 3Y | +21.9% | +70.7% | -48.7% | -50.0% |
| All | +21.9% | +71.2% | -49.3% | -50.0% |
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