+504.4%
NOW vs EEM
+121.8%
+382.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -0.9% |
| 7D | -1.7% | +5.3% | -7.0% | -5.5% |
| 30D | -27.4% | -7.0% | -20.4% | -23.1% |
| 3M | -19.4% | -8.0% | -11.4% | -14.6% |
| 6M | +13.1% | -6.6% | +19.7% | +15.3% |
| YTD | -34.3% | +12.3% | -46.6% | -44.3% |
| 1Y | -41.8% | +12.2% | -53.9% | -50.6% |
| 3Y | -20.7% | +71.2% | -91.9% | -55.1% |
| 5Y | -27.2% | +32.2% | -59.4% | -47.2% |
| All | +504.4% | +121.8% | +382.6% | +161.4% |
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 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