-98.9%
AMC vs EMB
+29.2%
-128.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | -0.7% | -0.3% | -0.4% | 0.0% |
| 3M | +35.2% | -0.4% | +35.6% | +36.7% |
| 6M | +124.6% | +0.1% | +124.5% | +127.2% |
| YTD | +69.9% | +1.6% | +68.3% | +67.6% |
| 1Y | -2.6% | +5.6% | -8.2% | -10.1% |
| 3Y | -79.8% | +29.8% | -109.6% | -86.9% |
| 5Y | -99.4% | +7.3% | -106.7% | -99.5% |
| All | -98.9% | +29.2% | -128.1% | -99.2% |
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 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