+27.2%
NFLX vs EEM
+47.0%
-19.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -8.1% | +2.0% | -10.1% | -9.3% |
| 30D | -0.3% | +5.1% | -5.4% | -3.7% |
| 3M | -6.6% | +4.6% | -11.2% | -10.8% |
| 6M | -22.7% | +17.8% | -40.4% | -34.4% |
| YTD | -18.9% | +25.8% | -44.7% | -35.9% |
| 1Y | -39.8% | +36.4% | -76.2% | -56.3% |
| 3Y | +71.7% | +90.0% | -18.3% | -14.3% |
| 5Y | +27.2% | +46.6% | -19.3% | -16.2% |
| All | +27.2% | +47.0% | -19.8% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling