-28.6%
NOW vs EEM
+38.4%
-67.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.0% |
| 7D | -6.1% | +3.1% | -9.2% | -5.8% |
| 30D | +7.5% | +4.9% | +2.6% | +8.0% |
| 3M | +17.5% | +5.2% | +12.3% | +17.7% |
| 6M | +7.9% | +20.7% | -12.8% | +8.5% |
| YTD | -12.4% | +26.5% | -38.9% | -16.1% |
| 1Y | -28.6% | +37.8% | -66.4% | -34.7% |
| All | -28.6% | +38.4% | -67.0% | -34.7% |
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