+558.6%
QQQ vs EEM
+133.3%
+425.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.1% |
| 7D | -0.6% | -1.3% | +0.7% | +0.4% |
| 30D | -1.2% | +2.1% | -3.3% | -2.9% |
| 3M | -0.2% | +1.0% | -1.2% | -1.3% |
| 6M | +17.9% | +15.9% | +2.0% | +3.8% |
| YTD | +16.6% | +24.6% | -8.0% | -3.5% |
| 1Y | +23.0% | +32.3% | -9.3% | -3.1% |
| 3Y | +92.9% | +85.9% | +7.0% | +14.8% |
| 5Y | +95.6% | +45.4% | +50.2% | +41.1% |
| All | +558.6% | +133.3% | +425.3% | +252.3% |
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 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