+43.4%
XLK vs EEM
+41.0%
+2.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.9% |
| 7D | +0.9% | +2.3% | -1.5% | -1.1% |
| 30D | +0.7% | +4.5% | -3.8% | -3.1% |
| 3M | -2.9% | -0.1% | -2.9% | -3.1% |
| 6M | +34.3% | +16.9% | +17.3% | +18.2% |
| YTD | +30.4% | +26.2% | +4.2% | +5.4% |
| 1Y | +43.4% | +40.5% | +2.8% | +11.1% |
| All | +43.4% | +41.0% | +2.4% | +11.1% |
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