+47.6%
ON vs EEM
+11.5%
+36.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.1% |
| 7D | +12.2% | +2.7% | +9.6% | +8.3% |
| 30D | -3.1% | -5.4% | +2.3% | +5.5% |
| 3M | -12.9% | -8.6% | -4.2% | -0.1% |
| 6M | -38.6% | -8.9% | -29.7% | -27.2% |
| YTD | +31.2% | +11.9% | +19.3% | +21.8% |
| 1Y | +47.6% | +13.1% | +34.6% | +35.1% |
| All | +47.6% | +11.5% | +36.1% | +35.1% |
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