-99.9%
AMIX vs EMB
+21.1%
-121.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.4% | +10.2% |
| 7D | +11.4% | +0.5% | +10.9% | +10.1% |
| 30D | -40.5% | +0.9% | -41.4% | -41.7% |
| 3M | -80.1% | -2.1% | -78.0% | -78.9% |
| 6M | -74.8% | -2.2% | -72.6% | -73.2% |
| YTD | -84.0% | -0.6% | -83.4% | -83.1% |
| 1Y | -89.7% | +0.2% | -89.9% | -89.2% |
| All | -99.9% | +21.1% | -121.0% | -99.9% |
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