+127.8%
AAPL vs IEMG
+48.5%
+79.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.0% |
| 7D | +3.8% | -1.3% | +5.1% | +4.6% |
| 30D | +9.9% | +1.9% | +8.0% | +8.4% |
| 3M | +12.5% | +1.4% | +11.1% | +10.3% |
| 6M | +27.6% | +15.2% | +12.5% | +12.4% |
| YTD | +22.6% | +23.8% | -1.3% | +1.2% |
| 1Y | +45.0% | +30.7% | +14.3% | +14.3% |
| 3Y | +87.8% | +83.3% | +4.5% | +9.7% |
| All | +127.8% | +48.5% | +79.3% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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