+1,988.0%
HD vs EEM
+860.9%
+1,127.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | 0.0% |
| 7D | -2.1% | +2.3% | -4.4% | -3.2% |
| 30D | -8.4% | +4.5% | -13.0% | -10.6% |
| 3M | +4.3% | -0.1% | +4.4% | +3.5% |
| 6M | -11.1% | +16.9% | -28.1% | -19.0% |
| YTD | -4.7% | +26.2% | -30.9% | -16.7% |
| 1Y | -19.8% | +40.5% | -60.3% | -33.9% |
| 3Y | +4.1% | +86.2% | -82.1% | -26.3% |
| 5Y | +10.3% | +45.5% | -35.1% | -12.2% |
| 10Y | +203.2% | +128.6% | +74.5% | +89.8% |
| All | +1,988.0% | +860.9% | +1,127.1% | +395.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling