+154.2%
EEM vs BND
+76.6%
+77.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +3.1% | +0.1% | +2.9% | +3.1% |
| 30D | +4.9% | -0.4% | +5.2% | +4.8% |
| 3M | +5.2% | -0.2% | +5.5% | +5.2% |
| 6M | +20.7% | -1.2% | +21.9% | +20.5% |
| YTD | +26.5% | -0.3% | +26.8% | +26.4% |
| 1Y | +37.8% | +0.4% | +37.5% | +37.9% |
| 3Y | +91.0% | +13.4% | +77.6% | +95.0% |
| 5Y | +47.0% | -1.5% | +48.6% | +40.7% |
| 10Y | +125.6% | +15.5% | +110.1% | +142.4% |
| All | +154.2% | +76.6% | +77.6% | +293.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling