+55.3%
BE vs EEM
+14.8%
+40.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.2% | -8.2% |
| 7D | -12.1% | -3.0% | -9.1% | -5.9% |
| 30D | -30.1% | -10.3% | -19.7% | -10.4% |
| 3M | -12.1% | -6.6% | -5.5% | +4.6% |
| 6M | -30.6% | -3.4% | -27.2% | -20.3% |
| YTD | +130.6% | +13.2% | +117.4% | +43.4% |
| 1Y | +55.3% | +15.0% | +40.3% | -9.8% |
| All | +55.3% | +14.8% | +40.5% | -9.8% |
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