+46.5%
IEMG vs BLDR
+8.3%
+38.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -1.4% |
| 7D | -0.9% | -8.1% | +7.3% | +0.5% |
| 30D | +2.1% | -21.5% | +23.6% | +6.1% |
| 3M | +4.6% | -21.0% | +25.6% | +8.1% |
| 6M | +14.0% | -37.1% | +51.1% | +21.8% |
| YTD | +22.3% | -42.7% | +65.0% | +32.0% |
| 1Y | +30.7% | -58.0% | +88.6% | +47.6% |
| 3Y | +83.2% | -57.8% | +141.1% | +99.0% |
| All | +46.5% | +8.3% | +38.2% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling