+7,228.2%
AMD vs EMB
+30.9%
+7,197.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +0.6% | +12.6% | +12.1% |
| 7D | +8.9% | +0.8% | +8.1% | +7.6% |
| 30D | -16.4% | +1.5% | -17.9% | -18.3% |
| 3M | +5.2% | -1.9% | +7.1% | +9.4% |
| 6M | +11.7% | -1.6% | +13.3% | +16.3% |
| YTD | +137.5% | 0.0% | +137.5% | +142.0% |
| 1Y | +117.8% | +1.1% | +116.7% | +118.1% |
| 3Y | +348.1% | +30.9% | +317.2% | +194.7% |
| 5Y | +241.5% | +7.1% | +234.4% | +215.4% |
| 10Y | +7,228.2% | +31.1% | +7,197.1% | +5,361.7% |
| All | +7,228.2% | +30.9% | +7,197.4% | +5,361.7% |
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