+854.3%
EEM vs LIN
+2,503.4%
-1,649.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.5% |
| 7D | +2.3% | -2.1% | +4.4% | +3.9% |
| 30D | +4.5% | -2.4% | +7.0% | +6.2% |
| 3M | -0.1% | -5.6% | +5.5% | +3.3% |
| 6M | +16.9% | -3.4% | +20.3% | +18.1% |
| YTD | +26.2% | +13.1% | +13.1% | +13.2% |
| 1Y | +40.5% | +2.5% | +38.0% | +34.7% |
| 3Y | +86.2% | +27.6% | +58.6% | +48.1% |
| 5Y | +45.5% | +63.0% | -17.6% | -8.0% |
| 10Y | +128.6% | +359.3% | -230.6% | -44.5% |
| All | +854.3% | +2,503.4% | -1,649.2% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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