+6,351.7%
AMD vs EMB
+28.9%
+6,322.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | -11.0% | -0.1% | -10.9% | -10.7% |
| 30D | -30.5% | +1.3% | -31.8% | -32.0% |
| 3M | -8.2% | -2.2% | -6.0% | -4.1% |
| 6M | +6.6% | -2.3% | +8.9% | +12.3% |
| YTD | +109.7% | -0.6% | +110.3% | +115.9% |
| 1Y | +88.9% | +0.5% | +88.4% | +90.9% |
| 3Y | +301.8% | +29.4% | +272.4% | +169.3% |
| 5Y | +229.4% | +6.5% | +222.9% | +206.8% |
| All | +6,351.7% | +28.9% | +6,322.8% | +4,906.9% |
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