+13.9%
IEMG vs BLDR
-38.1%
+52.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.3% | -8.4% | -0.3% |
| 7D | -3.1% | +24.4% | -27.5% | -6.1% |
| 30D | -10.3% | +24.9% | -35.3% | -13.3% |
| 3M | -6.6% | -7.8% | +1.2% | -5.0% |
| 6M | -3.9% | -5.8% | +1.9% | -3.1% |
| YTD | +12.4% | -32.5% | +44.8% | +17.5% |
| 1Y | +13.9% | -36.7% | +50.6% | +19.5% |
| All | +13.9% | -38.1% | +52.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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