+856.1%
EEM vs IT
+2,283.8%
-1,427.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.4% | +7.6% | +2.9% |
| 7D | +3.1% | -9.1% | +12.2% | +6.4% |
| 30D | +4.9% | -7.0% | +11.9% | +6.9% |
| 3M | +5.2% | +7.6% | -2.4% | -1.2% |
| 6M | +20.7% | +2.1% | +18.6% | +13.7% |
| YTD | +26.5% | -31.6% | +58.1% | +36.7% |
| 1Y | +37.8% | -29.9% | +67.8% | +46.0% |
| 3Y | +91.0% | -51.3% | +142.2% | +122.8% |
| 5Y | +47.0% | -44.8% | +91.8% | +56.8% |
| 10Y | +125.6% | +91.4% | +34.2% | +21.5% |
| All | +856.1% | +2,283.8% | -1,427.8% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling