+3,052.0%
TER vs EEM
+860.9%
+2,191.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +3.8% |
| 7D | +0.6% | +2.3% | -1.7% | -1.4% |
| 30D | -8.3% | +4.5% | -12.8% | -11.7% |
| 3M | -12.2% | -0.1% | -12.2% | -9.3% |
| 6M | +17.1% | +16.9% | +0.1% | +6.6% |
| YTD | +84.7% | +26.2% | +58.4% | +58.5% |
| 1Y | +199.9% | +40.5% | +159.4% | +136.0% |
| 3Y | +232.8% | +86.2% | +146.6% | +110.0% |
| 5Y | +198.6% | +45.5% | +153.1% | +137.3% |
| 10Y | +1,669.7% | +128.6% | +1,541.1% | +919.2% |
| All | +3,052.0% | +860.9% | +2,191.1% | +171.3% |
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 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