+46.6%
EEM vs NDAQ
+52.5%
-6.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | +2.0% | -1.6% | +3.5% | +2.3% |
| 30D | +5.1% | -1.5% | +6.5% | +5.4% |
| 3M | +4.6% | +8.0% | -3.5% | +2.1% |
| 6M | +17.8% | +7.7% | +10.0% | +14.8% |
| YTD | +25.8% | -2.3% | +28.2% | +25.8% |
| 1Y | +36.4% | +0.6% | +35.8% | +34.9% |
| 3Y | +90.0% | +90.9% | -0.9% | +50.9% |
| 5Y | +46.6% | +52.5% | -5.9% | +19.7% |
| All | +46.6% | +52.5% | -6.0% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling