+641.7%
AMZN vs EEM
+121.0%
+520.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +2.8% | +2.7% | +0.2% | +0.7% |
| 30D | +5.0% | -5.4% | +10.3% | +9.2% |
| 3M | +0.6% | -8.6% | +9.2% | +7.2% |
| 6M | -1.3% | -8.9% | +7.6% | +3.9% |
| YTD | +15.5% | +11.9% | +3.6% | +2.3% |
| 1Y | +12.2% | +13.1% | -0.8% | -1.3% |
| 3Y | +87.0% | +70.7% | +16.4% | +17.1% |
| 5Y | +51.3% | +31.8% | +19.5% | +15.8% |
| All | +641.7% | +121.0% | +520.7% | +298.2% |
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