+61.1%
IEMG vs AMIX
-99.9%
+161.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.5% | -0.7% |
| 7D | -0.7% | +11.4% | -12.1% | -0.7% |
| 30D | -9.4% | -40.5% | +31.1% | -9.1% |
| 3M | -7.3% | -80.1% | +72.8% | -6.6% |
| 6M | -10.4% | -74.8% | +64.4% | -11.1% |
| YTD | +10.6% | -84.0% | +94.6% | +9.8% |
| 1Y | +10.5% | -89.7% | +100.2% | +9.7% |
| All | +61.1% | -99.9% | +161.1% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling