+4,770.1%
DELL vs EEM
+129.1%
+4,641.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | +25.6% | +3.1% | +22.5% | +22.3% |
| 30D | +17.7% | +4.9% | +12.8% | +12.9% |
| 3M | +33.4% | +5.2% | +28.2% | +27.7% |
| 6M | +266.2% | +20.7% | +245.5% | +211.0% |
| YTD | +328.0% | +26.5% | +301.5% | +248.7% |
| 1Y | +339.6% | +37.8% | +301.7% | +233.1% |
| 3Y | +694.6% | +91.0% | +603.6% | +366.9% |
| 5Y | +1,122.0% | +47.0% | +1,075.0% | +771.4% |
| 10Y | +4,062.5% | +125.6% | +3,936.9% | +2,139.2% |
| All | +4,770.1% | +129.1% | +4,641.0% | +2,497.0% |
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