+73.2%
EEM vs SPOT
+227.0%
-153.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.3% |
| 7D | +2.3% | -0.9% | +3.3% | +2.4% |
| 30D | +4.5% | +12.5% | -7.9% | +2.4% |
| 3M | -0.1% | +9.9% | -10.0% | -2.0% |
| 6M | +16.9% | +1.6% | +15.4% | +15.6% |
| YTD | +26.2% | -6.6% | +32.8% | +25.9% |
| 1Y | +40.5% | -22.9% | +63.4% | +44.5% |
| 3Y | +86.2% | +244.3% | -158.1% | +41.8% |
| 5Y | +45.5% | +117.8% | -72.3% | +15.1% |
| All | +73.2% | +227.0% | -153.8% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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