+59.3%
AMAT vs EEM
+11.7%
+47.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.8% |
| 7D | -2.5% | -0.9% | -1.6% | -0.1% |
| 30D | -26.5% | -9.3% | -17.2% | -12.2% |
| 3M | -28.6% | -7.1% | -21.5% | -18.1% |
| 6M | -14.2% | -10.4% | -3.9% | +6.1% |
| YTD | +45.5% | +11.3% | +34.2% | +25.6% |
| 1Y | +59.3% | +11.3% | +48.1% | +39.0% |
| All | +59.3% | +11.7% | +47.6% | +39.0% |
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