+26.0%
EEM vs Q
+75.3%
-49.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.5% |
| 7D | +3.1% | +6.7% | -3.7% | +1.1% |
| 30D | +4.9% | -10.6% | +15.5% | +8.2% |
| 3M | +5.2% | -14.6% | +19.8% | +9.9% |
| 6M | +20.7% | +12.1% | +8.6% | +16.7% |
| YTD | +26.5% | +51.3% | -24.8% | +17.4% |
| All | +26.0% | +75.3% | -49.3% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling