+15.0%
EEM vs URI
+33.3%
-18.3%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.2% | +1.5% |
| 7D | -3.0% | -4.3% | +1.3% | -2.4% |
| 30D | -10.3% | +4.6% | -15.0% | -11.0% |
| 3M | -6.6% | -2.1% | -4.5% | -6.5% |
| 6M | -3.4% | +21.9% | -25.3% | -5.4% |
| YTD | +13.2% | +39.7% | -26.5% | +6.3% |
| 1Y | +15.0% | +32.9% | -17.9% | +9.4% |
| All | +15.0% | +33.3% | -18.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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