+2,216.3%
NEE vs EEM
+860.9%
+1,355.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.6% | -1.4% |
| 7D | +1.9% | +2.3% | -0.4% | +1.0% |
| 30D | -2.2% | +4.5% | -6.7% | -3.9% |
| 3M | -1.2% | -0.1% | -1.1% | -1.9% |
| 6M | -8.6% | +16.9% | -25.5% | -15.1% |
| YTD | +6.2% | +26.2% | -20.0% | -4.5% |
| 1Y | +21.1% | +40.5% | -19.4% | +4.3% |
| 3Y | +36.4% | +86.2% | -49.8% | +4.4% |
| 5Y | +11.4% | +45.5% | -34.1% | -7.0% |
| 10Y | +250.0% | +128.6% | +121.3% | +137.9% |
| All | +2,216.3% | +860.9% | +1,355.4% | +851.5% |
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