+18.7%
NEE vs EEM
+33.3%
-14.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -0.2% |
| 7D | -1.3% | -1.3% | -0.1% | -1.3% |
| 30D | -3.3% | +2.1% | -5.4% | -3.4% |
| 3M | -2.3% | +1.0% | -3.3% | -2.4% |
| 6M | -8.9% | +15.9% | -24.8% | -11.5% |
| YTD | +4.8% | +24.6% | -19.9% | -0.9% |
| 1Y | +18.7% | +32.3% | -13.6% | +11.6% |
| All | +18.7% | +33.3% | -14.6% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling