+132.3%
EEM vs BUD
-24.2%
+156.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.2% |
| 7D | +2.0% | -1.3% | +3.3% | +2.4% |
| 30D | +5.1% | -6.1% | +11.2% | +7.3% |
| 3M | +4.6% | -3.8% | +8.3% | +5.5% |
| 6M | +17.8% | +8.2% | +9.6% | +13.8% |
| YTD | +25.8% | +23.6% | +2.2% | +15.9% |
| 1Y | +36.4% | +33.4% | +3.0% | +22.0% |
| 3Y | +90.0% | +45.3% | +44.7% | +61.7% |
| 5Y | +46.6% | +44.3% | +2.3% | +22.8% |
| 10Y | +132.3% | -22.8% | +155.0% | +122.0% |
| All | +132.3% | -24.2% | +156.4% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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