+38.3%
IEMG vs ACHR
-32.2%
+70.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.8% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +4.6% | +9.8% | -5.2% | +2.3% |
| 3M | +0.4% | -10.5% | +10.9% | +0.9% |
| 6M | +16.4% | -15.5% | +31.9% | +16.9% |
| YTD | +25.4% | -24.1% | +49.5% | +26.9% |
| 1Y | +38.3% | -32.4% | +70.7% | +43.3% |
| All | +38.3% | -32.2% | +70.5% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 1y: compounded portfolio wealth divided by compounded ACHR 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…
1y analysis · Full analysis span regression · 6 months rolling