+2,184.8%
HD vs EEM
+767.8%
+1,417.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -1.1% |
| 7D | -1.2% | +0.7% | -1.8% | -1.6% |
| 30D | +20.9% | -6.2% | +27.1% | +24.4% |
| 3M | -0.2% | -5.2% | +5.0% | +1.9% |
| 6M | +14.5% | -8.1% | +22.6% | +17.6% |
| YTD | +4.3% | +14.0% | -9.7% | -4.5% |
| 1Y | -3.5% | +13.8% | -17.3% | -11.6% |
| 3Y | +30.1% | +73.7% | -43.6% | -5.1% |
| 5Y | +8.5% | +34.6% | -26.1% | -10.5% |
| 10Y | +245.3% | +123.6% | +121.7% | +118.4% |
| All | +2,184.8% | +767.8% | +1,417.0% | +468.1% |
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