+565.7%
AMZN vs EEM
+133.3%
+432.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.7% | +1.0% |
| 7D | -0.7% | -1.3% | +0.6% | +0.3% |
| 30D | -3.9% | +2.1% | -6.0% | -5.6% |
| 3M | +6.3% | +1.0% | +5.3% | +4.4% |
| 6M | +20.8% | +15.9% | +4.8% | +5.4% |
| YTD | +11.2% | +24.6% | -13.4% | -8.9% |
| 1Y | +11.7% | +32.3% | -20.6% | -12.8% |
| 3Y | +79.4% | +85.9% | -6.5% | +5.9% |
| 5Y | +48.0% | +45.4% | +2.7% | +5.4% |
| All | +565.7% | +133.3% | +432.4% | +237.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling