+746.2%
EEM vs NDAQ
+7,476.5%
-6,730.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.7% | +1.3% | +1.4% | +2.2% |
| 30D | -5.4% | +18.0% | -23.3% | -11.3% |
| 3M | -8.6% | +11.5% | -20.2% | -12.6% |
| 6M | -8.9% | +21.1% | -30.0% | -16.2% |
| YTD | +11.9% | +12.8% | -0.9% | +5.0% |
| 1Y | +13.1% | +25.7% | -12.6% | +1.7% |
| 3Y | +70.7% | +116.8% | -46.2% | +22.8% |
| 5Y | +31.8% | +67.3% | -35.5% | +2.8% |
| 10Y | +119.5% | +473.3% | -353.8% | +3.7% |
| All | +746.2% | +7,476.5% | -6,730.3% | +151.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling