+856.1%
EEM vs HRB
+395.6%
+460.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.5% | +6.7% | +2.1% |
| 7D | +3.1% | -9.1% | +12.1% | +5.8% |
| 30D | +4.9% | +0.3% | +4.6% | +4.0% |
| 3M | +5.2% | +23.4% | -18.2% | -2.8% |
| 6M | +20.7% | +45.1% | -24.4% | +4.1% |
| YTD | +26.5% | +8.9% | +17.6% | +18.5% |
| 1Y | +37.8% | -7.9% | +45.8% | +35.7% |
| 3Y | +91.0% | +27.9% | +63.0% | +63.4% |
| 5Y | +47.0% | +108.3% | -61.3% | +1.5% |
| 10Y | +125.6% | +208.4% | -82.9% | +15.7% |
| All | +856.1% | +395.6% | +460.5% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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