+780.7%
GOOG vs EEM
+133.3%
+647.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.3% | +0.6% |
| 7D | 0.0% | -1.3% | +1.3% | +1.0% |
| 30D | -2.0% | +2.1% | -4.0% | -3.7% |
| 3M | -5.9% | +1.0% | -6.9% | -7.5% |
| 6M | +8.9% | +15.9% | -7.0% | -4.8% |
| YTD | +7.1% | +24.6% | -17.5% | -12.1% |
| 1Y | +39.7% | +32.3% | +7.4% | +9.3% |
| 3Y | +145.8% | +85.9% | +59.9% | +45.0% |
| 5Y | +138.6% | +45.4% | +93.2% | +70.8% |
| All | +780.7% | +133.3% | +647.4% | +357.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling