+83.6%
EEM vs DOW
-17.0%
+100.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +1.8% |
| 7D | -1.3% | -1.4% | +0.1% | -0.9% |
| 30D | +2.1% | -3.9% | +6.0% | +3.0% |
| 3M | +1.0% | -12.7% | +13.7% | +4.1% |
| 6M | +15.9% | -13.7% | +29.6% | +17.8% |
| YTD | +24.6% | +28.4% | -3.7% | +11.2% |
| 1Y | +32.3% | +21.8% | +10.5% | +19.0% |
| 3Y | +85.9% | -35.7% | +121.6% | +101.0% |
| 5Y | +45.4% | -36.8% | +82.2% | +55.6% |
| All | +83.6% | -17.0% | +100.6% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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