+1,145.9%
DELL vs IEMG
+48.5%
+1,097.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +10.6% |
| 7D | +8.2% | -1.3% | +9.5% | +10.0% |
| 30D | +17.1% | +1.9% | +15.2% | +15.0% |
| 3M | +45.2% | +1.4% | +43.7% | +43.0% |
| 6M | +286.8% | +15.2% | +271.6% | +233.2% |
| YTD | +354.8% | +23.8% | +331.0% | +261.3% |
| 1Y | +358.3% | +30.7% | +327.6% | +244.3% |
| 3Y | +724.9% | +83.3% | +641.6% | +347.4% |
| All | +1,145.9% | +48.5% | +1,097.4% | +640.5% |
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