+7.7%
DIS vs EEM
+12.6%
-4.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.8% | +1.7% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | +10.2% | -8.6% | +18.9% | +11.2% |
| 3M | +13.5% | -7.0% | +20.6% | +14.1% |
| 6M | +11.1% | -9.7% | +20.8% | +11.9% |
| YTD | +5.5% | +12.1% | -6.6% | -1.9% |
| All | +7.7% | +12.6% | -4.9% | +0.8% |
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 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