+234.1%
TER vs EEM
+36.6%
+197.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +4.2% |
| 7D | +12.4% | +2.0% | +10.4% | +7.9% |
| 30D | +5.1% | +5.1% | +0.1% | -4.8% |
| 3M | +4.0% | +4.6% | -0.6% | -1.4% |
| 6M | +29.5% | +17.8% | +11.8% | -1.1% |
| YTD | +98.5% | +25.8% | +72.6% | +30.2% |
| 1Y | +234.1% | +36.4% | +197.7% | +94.8% |
| All | +234.1% | +36.6% | +197.5% | +94.8% |
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