+34.6%
EEM vs GE
+419.5%
-384.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.0% |
| 7D | +0.7% | +4.0% | -3.4% | -0.4% |
| 30D | -6.2% | +11.1% | -17.3% | -9.0% |
| 3M | -5.2% | -6.7% | +1.6% | -3.6% |
| 6M | -8.1% | +14.3% | -22.4% | -12.0% |
| YTD | +14.0% | +11.7% | +2.2% | +9.3% |
| 1Y | +13.8% | +10.9% | +2.9% | +9.3% |
| 3Y | +73.7% | +279.0% | -205.3% | +11.4% |
| 5Y | +34.6% | +427.0% | -392.4% | -26.6% |
| All | +34.6% | +419.5% | -384.9% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling