+102.3%
INTC vs EEM
+42.3%
+60.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.4% | -2.8% |
| 7D | +9.4% | -0.7% | +10.1% | +10.6% |
| 30D | +2.7% | +2.4% | +0.3% | -0.2% |
| 3M | -6.3% | +4.2% | -10.4% | -8.4% |
| 6M | +114.5% | +14.8% | +99.7% | +90.4% |
| YTD | +171.9% | +23.1% | +148.8% | +123.9% |
| 1Y | +305.0% | +32.5% | +272.5% | +208.6% |
| 3Y | +168.3% | +85.9% | +82.5% | +45.3% |
| 5Y | +102.3% | +43.6% | +58.7% | +30.4% |
| All | +102.3% | +42.3% | +60.0% | +30.4% |
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