+109.6%
EEM vs MSCI
+799.4%
-689.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +2.6% |
| 7D | -0.1% | +1.5% | -1.6% | -0.6% |
| 30D | -8.6% | +14.4% | -23.0% | -12.5% |
| 3M | -7.0% | +15.2% | -22.2% | -11.3% |
| 6M | -9.7% | +11.2% | -20.9% | -13.7% |
| YTD | +12.1% | +13.9% | -1.8% | +5.6% |
| 1Y | +14.1% | +12.5% | +1.6% | +7.8% |
| 3Y | +72.1% | +32.3% | +39.8% | +49.4% |
| 5Y | +34.1% | +4.9% | +29.2% | +22.9% |
| 10Y | +109.6% | +779.7% | -670.1% | -14.9% |
| All | +109.6% | +799.4% | -689.8% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling