+34.3%
IEMG vs AVAV
-40.1%
+74.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.8% | -0.1% |
| 7D | +1.6% | -3.2% | +4.8% | +1.8% |
| 30D | +4.6% | -25.6% | +30.2% | +6.9% |
| 3M | +4.8% | -20.2% | +25.1% | +6.0% |
| 6M | +16.8% | -38.1% | +54.9% | +19.6% |
| YTD | +24.8% | -41.8% | +66.6% | +27.1% |
| 1Y | +34.3% | -39.0% | +73.3% | +36.7% |
| All | +34.3% | -40.1% | +74.4% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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