+87.7%
EEM vs BEN
+53.1%
+34.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | +2.0% | +3.4% | -1.4% | +1.1% |
| 30D | +5.1% | +1.8% | +3.3% | +4.5% |
| 3M | +4.6% | +8.4% | -3.8% | +2.2% |
| 6M | +17.8% | +35.6% | -17.9% | +8.4% |
| YTD | +25.8% | +46.4% | -20.5% | +13.5% |
| 1Y | +36.4% | +46.3% | -9.9% | +22.8% |
| All | +87.7% | +53.1% | +34.6% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling