+301.0%
AEM vs EMB
+7.1%
+293.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | +12.5% | -0.3% | +12.8% | +13.0% |
| 3M | +26.9% | -0.3% | +27.2% | +27.6% |
| 6M | -9.4% | +0.7% | -10.2% | -9.7% |
| YTD | +20.3% | +1.3% | +19.0% | +19.3% |
| 1Y | +33.8% | +4.7% | +29.1% | +27.8% |
| 3Y | +349.8% | +30.1% | +319.7% | +237.6% |
| 5Y | +301.0% | +6.9% | +294.2% | +245.2% |
| All | +301.0% | +7.1% | +293.9% | +245.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling