+47.0%
EEM vs DAR
-8.5%
+55.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.8% | -0.3% |
| 7D | +3.1% | -0.9% | +4.0% | +3.2% |
| 30D | +4.9% | +13.0% | -8.1% | +2.6% |
| 3M | +5.2% | +15.0% | -9.8% | +2.4% |
| 6M | +20.7% | +26.8% | -6.1% | +15.2% |
| YTD | +26.5% | +86.4% | -60.0% | +12.6% |
| 1Y | +37.8% | +115.1% | -77.2% | +19.1% |
| 3Y | +91.0% | +14.6% | +76.3% | +81.7% |
| 5Y | +47.0% | -8.8% | +55.8% | +42.5% |
| All | +47.0% | -8.5% | +55.5% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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