+8,186.9%
MU vs EEM
+729.9%
+7,457.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +2.8% |
| 7D | -22.0% | -2.8% | -19.2% | -19.0% |
| 30D | -36.6% | -11.9% | -24.6% | -26.7% |
| 3M | -21.7% | -8.8% | -13.0% | -12.4% |
| 6M | +3.5% | -11.6% | +15.2% | +25.8% |
| YTD | +141.9% | +9.0% | +132.9% | +142.1% |
| 1Y | +189.8% | +10.6% | +179.3% | +187.9% |
| 3Y | +855.4% | +64.4% | +791.0% | +575.8% |
| 5Y | +869.2% | +31.0% | +838.1% | +767.2% |
| 10Y | +4,142.8% | +105.6% | +4,037.2% | +2,567.1% |
| All | +8,186.9% | +729.9% | +7,457.1% | +1,025.4% |
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