+121.1%
EEM vs MSCI
+811.9%
-690.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.8% |
| 7D | +2.7% | +3.0% | -0.3% | +1.8% |
| 30D | -5.4% | +17.8% | -23.2% | -10.2% |
| 3M | -8.6% | +15.2% | -23.8% | -12.8% |
| 6M | -8.9% | +16.5% | -25.4% | -14.2% |
| YTD | +11.9% | +16.4% | -4.4% | +4.8% |
| 1Y | +13.1% | +16.8% | -3.7% | +5.6% |
| 3Y | +70.7% | +35.8% | +34.9% | +47.0% |
| 5Y | +31.8% | +7.0% | +24.8% | +20.1% |
| All | +121.1% | +811.9% | -690.7% | -9.6% |
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