+86.4%
F vs EEM
+124.9%
-38.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.4% |
| 7D | +1.2% | +3.1% | -1.9% | -1.3% |
| 30D | +1.2% | +4.9% | -3.6% | -2.6% |
| 3M | -5.7% | +5.2% | -10.9% | -10.4% |
| 6M | +17.9% | +20.7% | -2.8% | -0.7% |
| YTD | +10.4% | +26.5% | -16.1% | -10.5% |
| 1Y | +25.3% | +37.8% | -12.5% | -5.7% |
| 3Y | +37.5% | +91.0% | -53.5% | -22.2% |
| 5Y | +46.5% | +47.0% | -0.5% | +3.1% |
| 10Y | +86.4% | +125.6% | -39.2% | -2.6% |
| All | +86.4% | +124.9% | -38.5% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EEM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling