+38.3%
IEMG vs EQX
+42.9%
-4.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.0% | +2.1% |
| 7D | +2.2% | -1.4% | +3.6% | +2.4% |
| 30D | +4.6% | +24.4% | -19.8% | +0.5% |
| 3M | +0.4% | +11.6% | -11.2% | -2.4% |
| 6M | +16.4% | -25.0% | +41.3% | +18.1% |
| YTD | +25.4% | -8.4% | +33.8% | +25.1% |
| 1Y | +38.3% | +43.4% | -5.1% | +33.4% |
| All | +38.3% | +42.9% | -4.6% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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