+121.9%
EEM vs URI
+1,189.9%
-1,067.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.2% |
| 7D | +5.3% | +9.3% | -4.0% | +3.0% |
| 30D | -7.0% | +7.6% | -14.6% | -8.8% |
| 3M | -8.0% | +1.0% | -9.1% | -8.5% |
| 6M | -6.6% | +19.8% | -26.5% | -11.2% |
| YTD | +12.3% | +41.9% | -29.5% | +0.9% |
| 1Y | +12.2% | +33.4% | -21.2% | +2.3% |
| 3Y | +71.2% | +156.0% | -84.8% | +27.2% |
| 5Y | +32.2% | +209.5% | -177.3% | -9.8% |
| All | +121.9% | +1,189.9% | -1,067.9% | +1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling