+360.5%
BE vs EEM
+41.0%
+319.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.8% | +5.5% | +3.3% |
| 7D | +20.0% | +2.3% | +17.7% | +14.2% |
| 30D | +7.9% | +4.5% | +3.4% | -1.5% |
| 3M | -13.2% | -0.1% | -13.2% | -10.3% |
| 6M | +53.5% | +16.9% | +36.5% | +11.7% |
| YTD | +191.0% | +26.2% | +164.8% | +50.6% |
| 1Y | +360.5% | +40.5% | +320.0% | +50.2% |
| All | +360.5% | +41.0% | +319.6% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling