+41.5%
NU vs EEM
+52.2%
-10.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -3.9% | -4.1% |
| 7D | -4.9% | -1.3% | -3.6% | -3.6% |
| 30D | +7.8% | +2.1% | +5.7% | +5.0% |
| 3M | +20.9% | +1.0% | +19.9% | +17.4% |
| 6M | +0.9% | +15.9% | -15.0% | -20.0% |
| YTD | -12.7% | +24.6% | -37.3% | -37.5% |
| 1Y | -6.4% | +32.3% | -38.7% | -38.5% |
| 3Y | +98.1% | +85.9% | +12.2% | -23.0% |
| All | +41.5% | +52.2% | -10.7% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling