-9.1%
T vs EEM
+41.0%
-50.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.8% | -1.5% |
| 7D | -1.3% | +2.3% | -3.6% | -0.7% |
| 30D | +11.4% | +4.5% | +6.8% | +12.7% |
| 3M | +14.3% | -0.1% | +14.4% | +15.0% |
| 6M | -9.3% | +16.9% | -26.2% | -5.3% |
| YTD | +7.1% | +26.2% | -19.1% | +13.0% |
| 1Y | -9.1% | +40.5% | -49.6% | -4.3% |
| All | -9.1% | +41.0% | -50.1% | -4.3% |
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 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