+99.2%
WMT vs EEM
+83.8%
+15.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.1% |
| 7D | -2.5% | -0.7% | -1.8% | -2.4% |
| 30D | -6.4% | +2.4% | -8.8% | -6.6% |
| 3M | -12.1% | +4.2% | -16.3% | -12.7% |
| 6M | -15.0% | +14.8% | -29.7% | -17.8% |
| YTD | -4.5% | +23.1% | -27.6% | -9.3% |
| 1Y | +6.2% | +32.5% | -26.4% | -1.2% |
| All | +99.2% | +83.8% | +15.3% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling