+854.3%
EEM vs GEN
+776.7%
+77.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +2.5% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +4.5% | +10.1% | -5.6% | +1.2% |
| 3M | -0.1% | +16.1% | -16.1% | -5.3% |
| 6M | +16.9% | +38.9% | -21.9% | +3.8% |
| YTD | +26.2% | +14.4% | +11.8% | +18.7% |
| 1Y | +40.5% | +5.9% | +34.6% | +35.2% |
| 3Y | +86.2% | +58.8% | +27.4% | +53.0% |
| 5Y | +45.5% | +24.7% | +20.8% | +24.9% |
| 10Y | +128.6% | +163.1% | -34.4% | +31.4% |
| All | +854.3% | +776.7% | +77.6% | +201.7% |
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 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