+155.1%
EMGF vs SPY
+312.5%
-157.4%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | +1.6% | -0.4% | +2.0% | +1.9% |
| 30D | +5.1% | -1.4% | +6.4% | +6.2% |
| 3M | +4.4% | +3.7% | +0.7% | +1.7% |
| 6M | +18.6% | +13.0% | +5.6% | +8.6% |
| YTD | +27.9% | +12.4% | +15.5% | +17.6% |
| 1Y | +36.9% | +18.5% | +18.4% | +21.1% |
| 3Y | +98.6% | +77.6% | +21.0% | +27.7% |
| 5Y | +63.6% | +81.7% | -18.0% | +2.1% |
| 10Y | +155.1% | +319.7% | -164.5% | -18.0% |
| All | +155.1% | +312.5% | -157.4% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling