+72.1%
EEM vs ALL
+108.4%
-36.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +2.8% |
| 7D | -0.1% | -3.9% | +3.7% | -0.6% |
| 30D | -8.6% | +10.6% | -19.3% | -7.6% |
| 3M | -7.0% | -4.6% | -2.5% | -7.2% |
| 6M | -9.7% | +20.2% | -29.9% | -8.9% |
| YTD | +12.1% | +23.7% | -11.6% | +13.0% |
| 1Y | +14.1% | +27.9% | -13.8% | +14.8% |
| 3Y | +72.1% | +109.2% | -37.0% | +77.7% |
| All | +72.1% | +108.4% | -36.3% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling