+2,246.4%
TER vs EEM
+767.8%
+1,478.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +6.0% |
| 7D | +5.9% | +0.7% | +5.2% | +6.2% |
| 30D | -30.8% | -6.2% | -24.5% | -25.4% |
| 3M | -29.9% | -5.2% | -24.8% | -24.7% |
| 6M | -27.5% | -8.1% | -19.3% | -17.1% |
| YTD | +37.5% | +14.0% | +23.5% | +32.3% |
| 1Y | +50.3% | +13.8% | +36.4% | +45.2% |
| 3Y | +204.9% | +73.7% | +131.1% | +109.6% |
| 5Y | +89.2% | +34.6% | +54.6% | +65.3% |
| 10Y | +1,077.0% | +123.6% | +953.4% | +616.6% |
| All | +2,246.4% | +767.8% | +1,478.7% | +126.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling