+123.6%
EEM vs BUD
-4.5%
+128.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.2% |
| 7D | +0.7% | +0.5% | +0.2% | +0.4% |
| 30D | -6.2% | +7.4% | -13.6% | -8.7% |
| 3M | -5.2% | +4.3% | -9.5% | -7.0% |
| 6M | -8.1% | +5.3% | -13.4% | -10.6% |
| YTD | +14.0% | +33.2% | -19.3% | +1.9% |
| 1Y | +13.8% | +31.8% | -17.9% | +2.1% |
| 3Y | +73.7% | +47.8% | +26.0% | +47.0% |
| 5Y | +34.6% | +50.2% | -15.6% | +11.3% |
| 10Y | +123.6% | -4.8% | +128.4% | +97.0% |
| All | +123.6% | -4.5% | +128.0% | +97.0% |
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