+35.5%
EEM vs GEN
+2.7%
+32.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +2.0% | -2.9% | +4.9% | +2.1% |
| 30D | +5.1% | +2.1% | +3.0% | +4.9% |
| 3M | +4.6% | +19.7% | -15.1% | +3.2% |
| 6M | +17.8% | +33.3% | -15.5% | +13.8% |
| YTD | +25.8% | +11.1% | +14.7% | +22.3% |
| All | +35.5% | +2.7% | +32.7% | +33.1% |
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