+319.1%
DELL vs EEM
+41.0%
+278.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | -0.4% |
| 7D | +14.9% | +2.3% | +12.6% | +12.3% |
| 30D | +13.3% | +4.5% | +8.7% | +8.5% |
| 3M | +24.4% | -0.1% | +24.5% | +22.9% |
| 6M | +258.0% | +16.9% | +241.1% | +211.2% |
| YTD | +320.2% | +26.2% | +294.0% | +228.1% |
| 1Y | +319.1% | +40.5% | +278.5% | +198.2% |
| All | +319.1% | +41.0% | +278.1% | +198.2% |
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