+30.7%
IEMG vs AVTR
+16.7%
+14.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.2% |
| 7D | -1.3% | -1.1% | -0.2% | -1.2% |
| 30D | +1.9% | +6.3% | -4.4% | +1.6% |
| 3M | +1.4% | +53.3% | -51.9% | -1.7% |
| 6M | +15.2% | +78.6% | -63.5% | +10.3% |
| YTD | +23.8% | +29.2% | -5.4% | +19.5% |
| 1Y | +30.7% | +13.8% | +16.8% | +24.6% |
| All | +30.7% | +16.7% | +14.0% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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