+17.9%
NOW vs EEM
+90.7%
-72.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.6% |
| 7D | -2.4% | +2.3% | -4.7% | -3.1% |
| 30D | +20.5% | +4.5% | +16.0% | +18.7% |
| 3M | +18.3% | -0.1% | +18.4% | +18.0% |
| 6M | +24.1% | +16.9% | +7.1% | +13.2% |
| YTD | -7.8% | +26.2% | -34.0% | -21.5% |
| 1Y | -21.4% | +40.5% | -61.9% | -38.7% |
| All | +17.9% | +90.7% | -72.8% | -28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling