+2,263.2%
NEE vs EEM
+752.1%
+1,511.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -2.1% | +2.7% | -4.8% | -3.1% |
| 30D | +8.6% | -5.4% | +14.0% | +10.6% |
| 3M | -0.3% | -8.6% | +8.3% | +2.7% |
| 6M | -8.9% | -8.9% | 0.0% | -6.8% |
| YTD | +8.3% | +11.9% | -3.6% | +1.6% |
| 1Y | +4.3% | +13.1% | -8.8% | -2.6% |
| 3Y | +70.7% | +70.7% | +0.1% | +34.5% |
| 5Y | +12.8% | +31.8% | -19.0% | -2.5% |
| 10Y | +287.2% | +119.5% | +167.7% | +166.1% |
| All | +2,263.2% | +752.1% | +1,511.1% | +912.4% |
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