+87.7%
EEM vs EMB
+30.5%
+57.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.2% |
| 7D | +2.0% | 0.0% | +2.0% | +1.9% |
| 30D | +5.1% | -0.3% | +5.3% | +5.5% |
| 3M | +4.6% | -0.3% | +4.9% | +5.2% |
| 6M | +17.8% | +0.7% | +17.0% | +17.1% |
| YTD | +25.8% | +1.3% | +24.6% | +24.5% |
| 1Y | +36.4% | +4.7% | +31.7% | +29.9% |
| All | +87.7% | +30.5% | +57.2% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling