+40.5%
EEM vs GEN
+5.4%
+35.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +1.9% |
| 7D | +2.3% | -1.2% | +3.5% | +2.4% |
| 30D | +4.5% | +10.1% | -5.6% | +3.9% |
| 3M | -0.1% | +16.1% | -16.1% | -0.7% |
| 6M | +16.9% | +38.9% | -21.9% | +12.7% |
| YTD | +26.2% | +14.4% | +11.8% | +22.6% |
| 1Y | +40.5% | +5.9% | +34.6% | +37.7% |
| All | +40.5% | +5.4% | +35.1% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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