+15.0%
EEM vs TAP
+4.4%
+10.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.2% | +1.3% |
| 7D | -3.0% | +9.9% | -12.9% | -1.6% |
| 30D | -10.3% | +18.1% | -28.5% | -8.2% |
| 3M | -6.6% | +3.2% | -9.8% | -5.8% |
| 6M | -3.4% | +8.4% | -11.8% | -1.8% |
| YTD | +13.2% | -4.4% | +17.6% | +15.2% |
| 1Y | +15.0% | +3.2% | +11.8% | +16.2% |
| All | +15.0% | +4.4% | +10.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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