+111.8%
EEM vs FND
+58.4%
+53.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.8% | +1.1% |
| 7D | +3.1% | +0.4% | +2.7% | +3.0% |
| 30D | +4.9% | -23.6% | +28.4% | +10.3% |
| 3M | +5.2% | +4.3% | +0.9% | +3.5% |
| 6M | +20.7% | -20.3% | +41.0% | +24.7% |
| YTD | +26.5% | -21.3% | +47.8% | +30.5% |
| 1Y | +37.8% | -45.4% | +83.2% | +52.1% |
| 3Y | +91.0% | -48.9% | +139.8% | +106.6% |
| 5Y | +47.0% | -61.0% | +108.1% | +61.2% |
| All | +111.8% | +58.4% | +53.4% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FND 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling