+6.7%
AMZN vs EEM
+14.8%
-8.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.3% | +5.7% |
| 7D | +4.5% | -3.0% | +7.5% | +5.9% |
| 30D | +5.8% | -10.3% | +16.2% | +10.8% |
| 3M | -4.1% | -6.6% | +2.5% | -1.3% |
| 6M | -2.2% | -3.4% | +1.2% | -2.9% |
| YTD | +15.3% | +13.2% | +2.0% | 0.0% |
| 1Y | +6.7% | +15.0% | -8.3% | -9.5% |
| All | +6.7% | +14.8% | -8.1% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling