+138.3%
GOOGL vs EEM
+42.3%
+96.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +2.1% |
| 7D | -2.8% | -0.7% | -2.1% | -2.4% |
| 30D | -3.2% | +2.4% | -5.6% | -5.1% |
| 3M | -6.6% | +4.2% | -10.8% | -10.4% |
| 6M | +8.5% | +14.8% | -6.3% | -4.6% |
| YTD | +6.5% | +23.1% | -16.6% | -12.1% |
| 1Y | +39.4% | +32.5% | +6.9% | +8.3% |
| 3Y | +146.2% | +85.9% | +60.3% | +42.1% |
| 5Y | +138.3% | +43.6% | +94.8% | +64.6% |
| All | +138.3% | +42.3% | +96.0% | +64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling