+43.6%
EEM vs BND
-2.6%
+46.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.7% |
| 7D | -0.7% | -0.9% | +0.2% | -0.1% |
| 30D | +2.4% | -1.0% | +3.4% | +3.1% |
| 3M | +4.2% | -1.2% | +5.4% | +5.1% |
| 6M | +14.8% | -2.0% | +16.8% | +16.5% |
| YTD | +23.1% | -1.2% | +24.3% | +24.4% |
| 1Y | +32.5% | -0.5% | +33.0% | +33.4% |
| 3Y | +85.9% | +12.4% | +73.5% | +75.1% |
| 5Y | +43.6% | -2.5% | +46.0% | +28.2% |
| All | +43.6% | -2.6% | +46.1% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 5y: compounded portfolio wealth divided by compounded BND 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…
5y analysis · Full analysis span regression · 6 months rolling