+208.8%
C vs EEM
+109.9%
+98.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.9% |
| 7D | -0.4% | -0.9% | +0.5% | +0.4% |
| 30D | -5.2% | -9.3% | +4.2% | +3.1% |
| 3M | -9.1% | -7.1% | -2.0% | -3.7% |
| 6M | -1.6% | -10.4% | +8.8% | +6.2% |
| YTD | +6.9% | +11.3% | -4.3% | -6.8% |
| 1Y | +23.0% | +11.3% | +11.7% | +7.2% |
| 3Y | +216.1% | +69.6% | +146.5% | +81.4% |
| 5Y | +112.2% | +33.6% | +78.6% | +53.0% |
| 10Y | +208.8% | +114.1% | +94.7% | +55.2% |
| All | +208.8% | +109.9% | +98.8% | +55.2% |
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 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