+70.7%
NEE vs EEM
+71.2%
-0.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -2.1% | +2.7% | -4.8% | -2.6% |
| 30D | +8.6% | -5.4% | +14.0% | +9.6% |
| 3M | -0.3% | -8.6% | +8.3% | +1.3% |
| 6M | -8.9% | -8.9% | 0.0% | -7.8% |
| YTD | +8.3% | +11.9% | -3.6% | +1.8% |
| 1Y | +4.3% | +13.1% | -8.8% | -2.4% |
| 3Y | +70.7% | +70.7% | +0.1% | +24.8% |
| All | +70.7% | +71.2% | -0.4% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling