+72.1%
EEM vs BIL
+13.4%
+58.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.8% | +2.9% |
| 7D | -0.1% | +0.1% | -0.2% | +0.1% |
| 30D | -8.6% | 0.0% | -8.6% | -8.4% |
| 3M | -7.0% | +0.6% | -7.6% | -3.2% |
| 6M | -9.7% | +1.5% | -11.2% | -1.0% |
| YTD | +12.1% | +2.8% | +9.4% | +26.3% |
| 1Y | +14.1% | +3.3% | +10.7% | +29.9% |
| 3Y | +72.1% | +13.4% | +58.7% | +39.9% |
| All | +72.1% | +13.4% | +58.7% | +39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling