+741.3%
EEM vs GEN
+758.4%
-17.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -0.9% | +1.0% | -1.9% | -1.2% |
| 30D | -9.3% | +29.1% | -38.4% | -16.7% |
| 3M | -7.1% | +2.9% | -10.0% | -9.3% |
| 6M | -10.4% | +33.6% | -44.0% | -20.1% |
| YTD | +11.3% | +12.0% | -0.8% | +3.9% |
| 1Y | +11.3% | +16.2% | -4.9% | +2.6% |
| 3Y | +69.6% | +65.1% | +4.6% | +36.1% |
| 5Y | +33.6% | +33.3% | +0.3% | +10.7% |
| 10Y | +114.1% | +149.7% | -35.5% | +24.1% |
| All | +741.3% | +758.4% | -17.1% | +164.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling