+199.8%
TER vs EEM
+41.0%
+158.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.8% | +3.6% | +1.7% |
| 7D | +0.6% | +2.3% | -1.7% | -4.0% |
| 30D | -8.3% | +4.5% | -12.8% | -16.0% |
| 3M | -12.2% | -0.1% | -12.2% | -9.0% |
| 6M | +17.0% | +16.9% | +0.1% | -9.1% |
| YTD | +84.6% | +26.2% | +58.4% | +21.6% |
| 1Y | +199.8% | +40.5% | +159.3% | +93.5% |
| All | +199.8% | +41.0% | +158.8% | +93.5% |
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 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