+45.2%
NU vs EEM
+53.7%
-8.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.6% | -1.6% |
| 7D | -2.6% | +2.0% | -4.6% | -4.9% |
| 30D | +8.2% | +5.1% | +3.1% | +1.9% |
| 3M | +26.3% | +4.6% | +21.7% | +17.6% |
| 6M | +2.2% | +17.8% | -15.5% | -20.4% |
| YTD | -10.4% | +25.8% | -36.2% | -36.5% |
| 1Y | -3.0% | +36.4% | -39.4% | -38.8% |
| 3Y | +120.3% | +90.0% | +30.3% | -16.9% |
| All | +45.2% | +53.7% | -8.5% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling