+121.1%
EEM vs BIL
+26.1%
+95.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | -5.4% | +0.3% | -5.7% | -5.5% |
| 3M | -8.6% | +1.0% | -9.6% | -8.8% |
| 6M | -8.9% | +1.9% | -10.8% | -9.3% |
| YTD | +11.9% | +3.2% | +8.8% | +10.0% |
| 1Y | +13.1% | +3.7% | +9.4% | +10.5% |
| 3Y | +70.7% | +13.8% | +56.8% | +44.0% |
| 5Y | +31.8% | +20.3% | +11.5% | +0.2% |
| All | +121.1% | +26.1% | +95.0% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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