+12,107.4%
MU vs EEM
+860.9%
+11,246.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +4.2% |
| 7D | +9.0% | +2.3% | +6.7% | +6.5% |
| 30D | +13.8% | +4.5% | +9.3% | +9.2% |
| 3M | +2.1% | -0.1% | +2.1% | +6.5% |
| 6M | +153.8% | +16.9% | +136.9% | +130.3% |
| YTD | +256.4% | +26.2% | +230.2% | +202.5% |
| 1Y | +719.8% | +40.5% | +679.2% | +535.8% |
| 3Y | +1,360.4% | +86.2% | +1,274.2% | +794.4% |
| 5Y | +1,312.4% | +45.5% | +1,267.0% | +1,014.3% |
| 10Y | +6,142.6% | +128.6% | +6,013.9% | +3,347.2% |
| All | +12,107.4% | +860.9% | +11,246.4% | +1,306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling