+77.3%
EEM vs ACI
+32.1%
+45.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.4% |
| 7D | +0.7% | -5.3% | +6.0% | +0.8% |
| 30D | -6.2% | +5.0% | -11.2% | -6.3% |
| 3M | -5.2% | +7.5% | -12.7% | -5.3% |
| 6M | -8.1% | -16.0% | +7.9% | -7.7% |
| YTD | +14.0% | -20.6% | +34.6% | +14.7% |
| 1Y | +13.8% | -23.5% | +37.4% | +14.7% |
| 3Y | +73.7% | -32.1% | +105.9% | +76.0% |
| 5Y | +34.6% | -42.5% | +77.1% | +36.2% |
| All | +77.3% | +32.1% | +45.2% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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