+128.5%
EEM vs BB
+1.6%
+126.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +1.0% |
| 7D | -1.3% | -0.4% | -0.9% | -1.2% |
| 30D | +2.1% | -12.5% | +14.6% | +3.7% |
| 3M | +1.0% | -17.4% | +18.5% | +2.7% |
| 6M | +15.9% | +119.1% | -103.2% | +3.4% |
| YTD | +24.6% | +102.4% | -77.7% | +12.2% |
| 1Y | +32.3% | +98.2% | -65.9% | +18.8% |
| 3Y | +85.9% | +46.9% | +39.0% | +67.1% |
| 5Y | +45.4% | -26.4% | +71.8% | +37.8% |
| All | +128.5% | +1.6% | +126.9% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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