-98.7%
AMC vs EMB
+31.5%
-130.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.9% |
| 7D | +5.5% | +0.5% | +5.0% | +4.8% |
| 30D | +16.1% | +0.9% | +15.2% | +14.6% |
| 3M | +43.0% | -2.1% | +45.1% | +49.5% |
| 6M | +130.7% | -2.2% | +132.9% | +143.0% |
| YTD | +121.8% | -0.6% | +122.4% | +128.7% |
| 1Y | +40.7% | +0.2% | +40.4% | +42.9% |
| 3Y | -56.8% | +29.5% | -86.3% | -72.1% |
| 5Y | -99.1% | +8.0% | -107.1% | -99.2% |
| 10Y | -98.7% | +35.3% | -134.0% | -99.0% |
| All | -98.7% | +31.5% | -130.2% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling