+87.7%
EEM vs SE
+178.2%
-90.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | 0.0% |
| 7D | +2.0% | -3.6% | +5.6% | +2.5% |
| 30D | +5.1% | -5.3% | +10.4% | +5.6% |
| 3M | +4.6% | +28.1% | -23.5% | +0.6% |
| 6M | +17.8% | +20.7% | -2.9% | +13.8% |
| YTD | +25.8% | -14.8% | +40.6% | +26.8% |
| 1Y | +36.4% | -43.6% | +80.0% | +44.5% |
| All | +87.7% | +178.2% | -90.5% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SE 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling