+32.5%
EEM vs GE
+17.4%
+15.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -0.7% | -2.8% | +2.1% | +0.2% |
| 30D | +2.4% | -11.9% | +14.3% | +6.3% |
| 3M | +4.2% | +1.8% | +2.3% | +2.8% |
| 6M | +14.8% | -0.6% | +15.4% | +12.6% |
| YTD | +23.1% | +5.5% | +17.6% | +19.4% |
| 1Y | +32.5% | +15.0% | +17.6% | +28.1% |
| All | +32.5% | +17.4% | +15.2% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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