+15.0%
EEM vs IVZ
+30.5%
-15.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.6% |
| 7D | -3.0% | +2.6% | -5.6% | -3.9% |
| 30D | -10.3% | -3.5% | -6.9% | -9.3% |
| 3M | -6.6% | -7.4% | +0.7% | -4.2% |
| 6M | -3.4% | +14.7% | -18.1% | -8.1% |
| YTD | +13.2% | +14.6% | -1.4% | +5.4% |
| 1Y | +15.0% | +30.7% | -15.7% | +3.8% |
| All | +15.0% | +30.5% | -15.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling