+31.5%
ORCL vs EEM
+90.7%
-59.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +1.4% |
| 7D | +5.3% | +2.3% | +2.9% | +3.1% |
| 30D | +10.0% | +4.5% | +5.4% | +5.7% |
| 3M | -32.6% | -0.1% | -32.5% | -32.5% |
| 6M | +4.9% | +16.9% | -12.0% | -9.2% |
| YTD | -17.8% | +26.2% | -44.0% | -34.6% |
| 1Y | -28.0% | +40.5% | -68.5% | -48.2% |
| All | +31.5% | +90.7% | -59.2% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling