+6,169.9%
MU vs EEM
+128.0%
+6,042.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.5% |
| 7D | +7.5% | +2.0% | +5.5% | +4.5% |
| 30D | +19.4% | +5.1% | +14.3% | +11.6% |
| 3M | +9.8% | +4.6% | +5.3% | +7.6% |
| 6M | +164.1% | +17.8% | +146.4% | +126.3% |
| YTD | +260.3% | +25.8% | +234.5% | +185.5% |
| 1Y | +661.2% | +36.4% | +624.8% | +452.4% |
| 3Y | +1,380.8% | +90.0% | +1,290.8% | +632.5% |
| 5Y | +1,346.4% | +46.6% | +1,299.8% | +897.1% |
| 10Y | +6,169.9% | +132.3% | +6,037.7% | +2,835.6% |
| All | +6,169.9% | +128.0% | +6,042.0% | +2,835.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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