+38.3%
IEMG vs DAR
+104.4%
-66.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.7% |
| 7D | +2.2% | +1.4% | +0.9% | +2.1% |
| 30D | +4.6% | +12.8% | -8.2% | +3.5% |
| 3M | +0.4% | +7.4% | -7.0% | -0.3% |
| 6M | +16.4% | +22.3% | -5.9% | +13.4% |
| YTD | +25.4% | +81.1% | -55.6% | +17.1% |
| 1Y | +38.3% | +106.5% | -68.2% | +28.0% |
| All | +38.3% | +104.4% | -66.1% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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