+12.2%
IEMG vs HAS
+58.1%
-45.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +2.7% | +1.4% | +1.3% | +2.5% |
| 30D | -5.7% | +26.3% | -32.0% | -8.6% |
| 3M | -8.8% | +25.6% | -34.4% | -11.6% |
| 6M | -8.9% | +30.3% | -39.2% | -12.8% |
| YTD | +11.2% | +50.4% | -39.2% | +3.5% |
| 1Y | +12.2% | +57.7% | -45.5% | +3.7% |
| All | +12.2% | +58.1% | -45.9% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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