+963.4%
DIA vs EEM
+860.9%
+102.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -1.5% |
| 7D | -0.2% | +2.3% | -2.5% | -1.4% |
| 30D | -1.5% | +4.5% | -6.1% | -3.8% |
| 3M | +3.8% | -0.1% | +3.8% | +3.0% |
| 6M | +10.3% | +16.9% | -6.7% | +0.6% |
| YTD | +12.1% | +26.2% | -14.1% | -1.9% |
| 1Y | +18.6% | +40.5% | -21.9% | -1.9% |
| 3Y | +60.6% | +86.2% | -25.6% | +14.2% |
| 5Y | +64.4% | +45.5% | +19.0% | +31.4% |
| 10Y | +250.1% | +128.6% | +121.5% | +120.6% |
| All | +963.4% | +860.9% | +102.5% | +210.5% |
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