+46.6%
EEM vs EMB
+7.1%
+39.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | +5.1% | -0.3% | +5.3% | +5.4% |
| 3M | +4.6% | -0.3% | +4.9% | +5.0% |
| 6M | +17.8% | +0.7% | +17.0% | +17.4% |
| YTD | +25.8% | +1.3% | +24.6% | +24.9% |
| 1Y | +36.4% | +4.7% | +31.7% | +31.3% |
| 3Y | +90.0% | +30.1% | +59.9% | +51.3% |
| 5Y | +46.6% | +6.9% | +39.7% | +44.9% |
| All | +46.6% | +7.1% | +39.4% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling