+790.0%
NOW vs EEM
+124.9%
+665.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | -6.1% | +3.1% | -9.2% | -8.3% |
| 30D | +7.5% | +4.9% | +2.6% | +3.3% |
| 3M | +17.5% | +5.2% | +12.3% | +10.2% |
| 6M | +7.9% | +20.7% | -12.8% | -11.3% |
| YTD | -12.4% | +26.5% | -38.9% | -31.9% |
| 1Y | -28.6% | +37.8% | -66.4% | -48.8% |
| 3Y | +11.8% | +91.0% | -79.1% | -41.3% |
| 5Y | +2.6% | +47.0% | -44.4% | -31.1% |
| 10Y | +790.0% | +125.6% | +664.4% | +306.1% |
| All | +790.0% | +124.9% | +665.1% | +306.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling