-22.3%
HD vs EEM
+37.3%
-59.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.3% |
| 7D | -1.2% | +3.1% | -4.3% | -1.9% |
| 30D | -11.1% | +4.9% | -16.0% | -12.1% |
| 3M | +2.0% | +5.2% | -3.2% | +0.4% |
| 6M | -10.5% | +20.7% | -31.2% | -17.2% |
| YTD | -6.9% | +26.5% | -33.3% | -13.9% |
| All | -22.3% | +37.3% | -59.6% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling