+707.7%
BE vs EEM
+64.4%
+643.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -1.1% |
| 7D | +20.5% | +5.3% | +15.2% | +11.2% |
| 30D | -23.4% | -7.0% | -16.4% | -11.0% |
| 3M | -14.9% | -8.0% | -6.9% | +2.0% |
| 6M | -28.1% | -6.6% | -21.4% | -12.1% |
| YTD | +132.4% | +12.3% | +120.1% | +112.2% |
| 1Y | +59.4% | +12.2% | +47.2% | +47.7% |
| 3Y | +1,815.8% | +71.2% | +1,744.6% | +849.1% |
| 5Y | +491.3% | +32.2% | +459.1% | +359.0% |
| All | +707.7% | +64.4% | +643.3% | +469.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling