+81.9%
IEMG vs AMIX
-99.9%
+181.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +1.6% | +1.6% | +0.1% | +1.6% |
| 30D | +4.6% | -50.8% | +55.4% | +4.9% |
| 3M | +4.8% | -46.3% | +51.1% | +3.6% |
| 6M | +16.8% | -49.9% | +66.7% | +15.4% |
| YTD | +24.8% | -60.4% | +85.3% | +23.3% |
| 1Y | +34.3% | -81.7% | +116.0% | +32.8% |
| All | +81.9% | -99.9% | +181.7% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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