+934.0%
BE vs EEM
+80.1%
+853.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -0.4% |
| 7D | +9.7% | -0.7% | +10.4% | +11.3% |
| 30D | +22.4% | +2.4% | +20.0% | +18.6% |
| 3M | +10.4% | +4.2% | +6.2% | +8.3% |
| 6M | +67.9% | +14.8% | +53.1% | +40.5% |
| YTD | +197.5% | +23.1% | +174.4% | +125.1% |
| 1Y | +310.6% | +32.5% | +278.0% | +184.1% |
| 3Y | +1,657.2% | +85.9% | +1,571.3% | +634.7% |
| 5Y | +1,218.2% | +43.6% | +1,174.6% | +764.6% |
| All | +934.0% | +80.1% | +853.8% | +504.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling