+636.7%
DELL vs EEM
+83.8%
+552.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.2% | -2.7% |
| 7D | -1.9% | -0.7% | -1.2% | -1.0% |
| 30D | +14.9% | +2.4% | +12.5% | +11.9% |
| 3M | +37.2% | +4.2% | +33.1% | +29.9% |
| 6M | +254.0% | +14.8% | +239.2% | +197.5% |
| YTD | +306.1% | +23.1% | +283.0% | +208.0% |
| 1Y | +312.3% | +32.5% | +279.7% | +182.9% |
| All | +636.7% | +83.8% | +552.8% | +232.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling