+506.3%
NOW vs EEM
+109.9%
+396.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.5% |
| 7D | -8.7% | -0.9% | -7.9% | -8.2% |
| 30D | -29.3% | -9.3% | -20.0% | -23.7% |
| 3M | -21.8% | -7.1% | -14.8% | -17.9% |
| 6M | +9.2% | -10.4% | +19.6% | +15.2% |
| YTD | -35.0% | +11.3% | -46.3% | -44.5% |
| 1Y | -42.5% | +11.3% | -53.8% | -50.9% |
| 3Y | -21.5% | +69.6% | -91.2% | -55.2% |
| 5Y | -25.8% | +33.6% | -59.4% | -46.7% |
| 10Y | +506.3% | +114.1% | +392.2% | +185.1% |
| All | +506.3% | +109.9% | +396.4% | +185.1% |
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