-21.4%
NOW vs EEM
+41.0%
-62.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -2.8% |
| 7D | -2.4% | +2.3% | -4.7% | -2.1% |
| 30D | +20.5% | +4.5% | +16.0% | +21.0% |
| 3M | +18.3% | -0.1% | +18.4% | +19.4% |
| 6M | +24.1% | +16.9% | +7.1% | +24.1% |
| YTD | -7.8% | +26.2% | -34.0% | -12.3% |
| 1Y | -21.4% | +40.5% | -61.9% | -31.7% |
| All | -21.4% | +41.0% | -62.4% | -31.7% |
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