+36.4%
EEM vs ROIV
+224.1%
-187.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | +2.0% | +22.3% | -20.3% | -0.9% |
| 30D | +5.1% | +16.9% | -11.8% | +2.7% |
| 3M | +4.6% | +43.9% | -39.3% | -0.7% |
| 6M | +17.8% | +41.6% | -23.8% | +11.5% |
| YTD | +25.8% | +92.7% | -66.9% | +15.9% |
| 1Y | +36.4% | +210.2% | -173.8% | +18.0% |
| All | +36.4% | +224.1% | -187.7% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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