+30.7%
IEMG vs IWD
+28.9%
+1.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.1% |
| 7D | -1.3% | -0.8% | -0.5% | -0.3% |
| 30D | +1.9% | -0.8% | +2.8% | +2.9% |
| 3M | +1.4% | +6.9% | -5.5% | -7.9% |
| 6M | +15.2% | +18.3% | -3.1% | -8.1% |
| YTD | +23.8% | +22.4% | +1.5% | -3.5% |
| 1Y | +30.7% | +27.4% | +3.2% | -1.7% |
| All | +30.7% | +28.9% | +1.7% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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