+32.3%
EEM vs OMC
+7.0%
+25.2%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.2% |
| 7D | -1.3% | -4.4% | +3.1% | -1.3% |
| 30D | +2.1% | -7.6% | +9.7% | +1.9% |
| 3M | +1.0% | +4.5% | -3.5% | +0.8% |
| 6M | +15.9% | -0.3% | +16.2% | +15.7% |
| YTD | +24.6% | -0.1% | +24.8% | +24.5% |
| 1Y | +32.3% | +4.6% | +27.6% | +31.8% |
| All | +32.3% | +7.0% | +25.2% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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