+13.1%
EEM vs DRI
+34.4%
-21.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.4% |
| 7D | +2.7% | +1.1% | +1.6% | +2.6% |
| 30D | -5.4% | +9.7% | -15.1% | -5.7% |
| 3M | -8.6% | +3.2% | -11.8% | -8.6% |
| 6M | -8.9% | +20.6% | -29.5% | -9.9% |
| YTD | +11.9% | +28.3% | -16.3% | +9.7% |
| 1Y | +13.1% | +34.5% | -21.5% | +10.0% |
| All | +13.1% | +34.4% | -21.4% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling