+252.1%
INTC vs EEM
+133.3%
+118.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.4% | +1.2% |
| 7D | +7.5% | -1.3% | +8.7% | +9.1% |
| 30D | +2.0% | +2.1% | -0.1% | -0.1% |
| 3M | -12.0% | +1.0% | -13.0% | -10.9% |
| 6M | +114.5% | +15.9% | +98.6% | +91.8% |
| YTD | +179.0% | +24.6% | +154.3% | +132.6% |
| 1Y | +318.3% | +32.3% | +286.0% | +229.9% |
| 3Y | +171.2% | +85.9% | +85.3% | +56.1% |
| 5Y | +107.6% | +45.4% | +62.2% | +49.4% |
| All | +252.1% | +133.3% | +118.9% | +83.8% |
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