+85.9%
EEM vs NI
+68.9%
+17.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +2.1% | -1.4% | +3.5% | +2.3% |
| 3M | +1.0% | -10.6% | +11.6% | +2.9% |
| 6M | +15.9% | -9.3% | +25.2% | +17.6% |
| YTD | +24.6% | +1.1% | +23.5% | +23.7% |
| 1Y | +32.3% | +3.4% | +28.9% | +30.7% |
| 3Y | +85.9% | +67.9% | +18.0% | +65.4% |
| All | +85.9% | +68.9% | +17.0% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling