+21.2%
DIS vs EEM
+124.9%
-103.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.1% | +3.1% | -4.2% | -2.9% |
| 30D | +0.1% | +4.9% | -4.7% | -2.8% |
| 3M | +7.1% | +5.2% | +1.8% | +2.6% |
| 6M | +4.3% | +20.7% | -16.4% | -9.4% |
| YTD | -6.9% | +26.5% | -33.4% | -21.9% |
| 1Y | -10.3% | +37.8% | -48.2% | -29.1% |
| 3Y | +32.8% | +91.0% | -58.1% | -16.8% |
| 5Y | -41.5% | +47.0% | -88.5% | -56.6% |
| 10Y | +21.2% | +125.6% | -104.4% | -28.2% |
| All | +21.2% | +124.9% | -103.7% | -28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling