+3.4%
NU vs EEM
+41.0%
-37.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -3.1% |
| 7D | +7.5% | +2.3% | +5.2% | +5.9% |
| 30D | +6.1% | +4.5% | +1.6% | +3.1% |
| 3M | +26.8% | -0.1% | +26.9% | +25.7% |
| 6M | +2.5% | +16.9% | -14.5% | -13.1% |
| YTD | -8.2% | +26.2% | -34.4% | -26.8% |
| 1Y | +3.4% | +40.5% | -37.1% | -21.7% |
| All | +3.4% | +41.0% | -37.6% | -21.7% |
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