+15.0%
EEM vs U
+17.5%
-2.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | +0.5% |
| 7D | -3.0% | +7.5% | -10.5% | -3.6% |
| 30D | -10.3% | -7.0% | -3.3% | -9.9% |
| 3M | -6.6% | +20.6% | -27.2% | -8.2% |
| 6M | -3.4% | +53.2% | -56.5% | -6.9% |
| YTD | +13.2% | -3.9% | +17.1% | +11.7% |
| 1Y | +15.0% | +18.4% | -3.4% | +11.0% |
| All | +15.0% | +17.5% | -2.5% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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