+36.4%
EEM vs U
-6.3%
+42.7%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +2.0% | +4.4% | -2.4% | +1.7% |
| 30D | +5.1% | -1.3% | +6.4% | +5.1% |
| 3M | +4.6% | +49.6% | -45.0% | +1.1% |
| 6M | +17.8% | +100.2% | -82.4% | +11.5% |
| YTD | +25.8% | -3.7% | +29.5% | +24.5% |
| 1Y | +36.4% | -6.5% | +42.9% | +34.1% |
| All | +36.4% | -6.3% | +42.7% | +34.1% |
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