+46.6%
EEM vs GEN
+20.0%
+26.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +2.0% | -2.9% | +4.9% | +2.4% |
| 30D | +5.1% | +2.1% | +3.0% | +4.7% |
| 3M | +4.6% | +19.7% | -15.1% | +1.5% |
| 6M | +17.8% | +33.3% | -15.5% | +12.0% |
| YTD | +25.8% | +11.1% | +14.7% | +22.9% |
| 1Y | +36.4% | +3.0% | +33.4% | +34.9% |
| 3Y | +90.0% | +57.9% | +32.1% | +74.7% |
| 5Y | +46.6% | +20.6% | +26.0% | +34.5% |
| All | +46.6% | +20.0% | +26.6% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling