+13.1%
EEM vs BEN
+65.1%
-52.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.7% | +6.8% | -4.1% | -0.1% |
| 30D | -5.4% | +18.0% | -23.4% | -11.5% |
| 3M | -8.6% | +7.5% | -16.1% | -11.4% |
| 6M | -8.9% | +14.7% | -23.6% | -13.9% |
| YTD | +11.9% | +56.1% | -44.2% | -5.5% |
| 1Y | +13.1% | +69.6% | -56.5% | -6.7% |
| All | +13.1% | +65.1% | -52.0% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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