+1,319.3%
MU vs EEM
+45.8%
+1,273.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.9% |
| 7D | +7.2% | +3.1% | +4.1% | +1.8% |
| 30D | +14.0% | +4.9% | +9.1% | +5.6% |
| 3M | +5.4% | +5.2% | +0.2% | +1.3% |
| 6M | +170.3% | +20.7% | +149.6% | +116.6% |
| YTD | +250.7% | +26.5% | +224.2% | +164.3% |
| 1Y | +662.1% | +37.8% | +624.3% | +416.5% |
| 3Y | +1,341.2% | +91.0% | +1,250.2% | +552.0% |
| 5Y | +1,319.3% | +47.0% | +1,272.3% | +771.8% |
| All | +1,319.3% | +45.8% | +1,273.6% | +771.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling