+4,277.4%
MU vs EEM
+109.9%
+4,167.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | 0.0% |
| 7D | -15.2% | -0.9% | -14.3% | -13.1% |
| 30D | -29.5% | -9.3% | -20.2% | -17.2% |
| 3M | -15.8% | -7.1% | -8.7% | -4.2% |
| 6M | -2.9% | -10.4% | +7.5% | +23.2% |
| YTD | +154.2% | +11.3% | +143.0% | +144.6% |
| 1Y | +186.6% | +11.3% | +175.3% | +177.9% |
| 3Y | +871.5% | +69.6% | +801.9% | +474.6% |
| 5Y | +911.7% | +33.6% | +878.1% | +715.8% |
| 10Y | +4,277.4% | +114.1% | +4,163.3% | +2,474.2% |
| All | +4,277.4% | +109.9% | +4,167.4% | +2,474.2% |
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