+3.5%
MU vs EEM
-10.8%
+14.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | -0.6% |
| 7D | -22.0% | -2.8% | -19.2% | -15.1% |
| 30D | -36.6% | -11.9% | -24.6% | -10.5% |
| 3M | -21.7% | -8.8% | -13.0% | -0.3% |
| 6M | +3.5% | -11.6% | +15.2% | +52.1% |
| All | +3.5% | -10.8% | +14.3% | +52.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling