+348.2%
AEM vs EMB
+30.2%
+318.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.2% |
| 7D | +4.3% | +0.3% | +4.0% | +3.9% |
| 30D | +13.1% | -0.5% | +13.6% | +14.1% |
| 3M | +24.8% | +0.3% | +24.5% | +24.4% |
| 6M | -8.2% | +1.2% | -9.4% | -9.2% |
| YTD | +19.8% | +1.5% | +18.4% | +18.3% |
| 1Y | +32.1% | +4.8% | +27.3% | +25.1% |
| 3Y | +348.2% | +30.4% | +317.8% | +227.3% |
| All | +348.2% | +30.2% | +318.0% | +227.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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