+47.0%
EEM vs BUD
+45.2%
+1.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +3.1% | +0.8% | +2.3% | +2.8% |
| 30D | +4.9% | -4.8% | +9.7% | +6.3% |
| 3M | +5.2% | +1.4% | +3.9% | +4.3% |
| 6M | +20.7% | +9.9% | +10.8% | +16.3% |
| YTD | +26.5% | +26.3% | +0.1% | +16.5% |
| 1Y | +37.8% | +36.1% | +1.7% | +23.7% |
| 3Y | +91.0% | +48.6% | +42.4% | +63.0% |
| 5Y | +47.0% | +45.0% | +2.0% | +24.6% |
| All | +47.0% | +45.2% | +1.9% | +24.6% |
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