+82.8%
IEMG vs AMIX
-99.9%
+182.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +2.8% | -3.4% | +6.2% | +2.8% |
| 30D | +4.6% | -54.4% | +59.0% | +5.0% |
| 3M | +5.5% | -45.7% | +51.3% | +4.3% |
| 6M | +19.7% | -49.2% | +68.9% | +18.3% |
| YTD | +25.5% | -60.3% | +85.9% | +24.0% |
| 1Y | +35.5% | -81.4% | +116.9% | +34.0% |
| All | +82.8% | -99.9% | +182.7% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling