+1,383.2%
STX vs EEM
+90.8%
+1,292.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.2% |
| 7D | +10.7% | +3.1% | +7.7% | +6.6% |
| 30D | +11.3% | +4.9% | +6.4% | +5.2% |
| 3M | +3.2% | +5.2% | -2.0% | -1.6% |
| 6M | +157.0% | +20.7% | +136.3% | +109.0% |
| YTD | +229.2% | +26.5% | +202.7% | +158.0% |
| 1Y | +381.8% | +37.8% | +344.0% | +251.0% |
| 3Y | +1,383.2% | +91.0% | +1,292.2% | +709.5% |
| All | +1,383.2% | +90.8% | +1,292.4% | +709.5% |
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