+358.3%
DELL vs EEM
+33.3%
+325.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.7% | +10.6% |
| 7D | +8.2% | -1.3% | +9.5% | +9.9% |
| 30D | +17.1% | +2.1% | +15.0% | +14.9% |
| 3M | +45.2% | +1.0% | +44.1% | +42.2% |
| 6M | +286.8% | +15.9% | +270.9% | +239.1% |
| YTD | +354.8% | +24.6% | +330.1% | +257.2% |
| 1Y | +358.3% | +32.3% | +326.0% | +220.4% |
| All | +358.3% | +33.3% | +325.0% | +220.4% |
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