+83.6%
EEM vs TRI
-20.3%
+103.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.2% |
| 7D | -0.7% | -14.4% | +13.7% | -0.9% |
| 30D | +2.4% | -8.1% | +10.5% | +2.3% |
| 3M | +4.2% | +17.5% | -13.4% | +3.8% |
| 6M | +14.8% | -5.0% | +19.7% | +16.4% |
| YTD | +23.1% | -24.7% | +47.8% | +30.1% |
| 1Y | +32.5% | -41.5% | +74.0% | +48.2% |
| All | +83.6% | -20.3% | +103.9% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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