+6.6%
ON vs EEM
+71.2%
-64.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.1% |
| 7D | +12.2% | +2.7% | +9.6% | +8.0% |
| 30D | -3.1% | -5.4% | +2.3% | +6.0% |
| 3M | -12.9% | -8.6% | -4.2% | +0.7% |
| 6M | -38.6% | -8.9% | -29.7% | -26.8% |
| YTD | +31.2% | +11.9% | +19.3% | +13.0% |
| 1Y | +47.6% | +13.1% | +34.6% | +25.0% |
| 3Y | +6.6% | +70.7% | -64.0% | -51.6% |
| All | +6.6% | +71.2% | -64.6% | -51.6% |
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