+33.6%
EEM vs BUD
+51.3%
-17.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.1% |
| 7D | -0.9% | +6.0% | -6.9% | -2.6% |
| 30D | -9.3% | +11.3% | -20.6% | -12.4% |
| 3M | -7.1% | +3.6% | -10.6% | -8.3% |
| 6M | -10.4% | +7.7% | -18.1% | -13.1% |
| YTD | +11.3% | +36.4% | -25.1% | -0.4% |
| 1Y | +11.3% | +37.8% | -26.6% | -0.9% |
| 3Y | +69.6% | +51.2% | +18.4% | +43.4% |
| 5Y | +33.6% | +53.4% | -19.8% | +8.9% |
| All | +33.6% | +51.3% | -17.6% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling