+43.2%
TER vs EEM
+14.8%
+28.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -8.6% |
| 7D | -19.9% | -3.0% | -16.9% | -14.4% |
| 30D | -43.5% | -10.3% | -33.2% | -28.2% |
| 3M | -37.8% | -6.6% | -31.1% | -26.6% |
| 6M | -25.6% | -3.4% | -22.2% | -14.8% |
| YTD | +29.8% | +13.2% | +16.6% | +1.9% |
| 1Y | +43.2% | +15.0% | +28.2% | +8.1% |
| All | +43.2% | +14.8% | +28.4% | +8.1% |
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