+132.3%
EEM vs MSCI
+615.8%
-483.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +2.0% | -1.1% | +3.1% | +2.3% |
| 30D | +5.1% | -1.2% | +6.2% | +5.3% |
| 3M | +4.6% | -8.4% | +13.0% | +6.5% |
| 6M | +17.8% | -1.0% | +18.8% | +16.6% |
| YTD | +25.8% | -2.3% | +28.1% | +24.5% |
| 1Y | +36.4% | -1.2% | +37.6% | +33.8% |
| 3Y | +90.0% | +7.9% | +82.1% | +76.2% |
| 5Y | +46.6% | -10.1% | +56.6% | +40.6% |
| 10Y | +132.3% | +631.0% | -498.7% | -1.5% |
| All | +132.3% | +615.8% | -483.5% | -1.5% |
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