+46.2%
EEM vs AMRZ
-20.3%
+66.5%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.9% |
| 7D | -0.7% | -8.1% | +7.4% | +1.2% |
| 30D | +2.4% | -14.8% | +17.2% | +6.2% |
| 3M | +4.2% | -19.7% | +23.9% | +9.2% |
| 6M | +14.8% | -30.8% | +45.6% | +23.6% |
| YTD | +23.1% | -24.3% | +47.4% | +30.8% |
| 1Y | +32.5% | -24.0% | +56.6% | +40.0% |
| All | +46.2% | -20.3% | +66.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling