+87.6%
SMH vs EEM
+33.3%
+54.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | -0.2% |
| 7D | +0.3% | -1.3% | +1.5% | +2.0% |
| 30D | -2.8% | +2.1% | -4.9% | -5.4% |
| 3M | -6.7% | +1.0% | -7.7% | -7.2% |
| 6M | +41.8% | +15.9% | +25.9% | +19.8% |
| YTD | +57.9% | +24.6% | +33.2% | +16.6% |
| 1Y | +87.6% | +32.3% | +55.4% | +28.9% |
| All | +87.6% | +33.3% | +54.3% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling