+38.3%
IEMG vs OPEN
-38.6%
+76.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.6% |
| 7D | +2.2% | -4.3% | +6.5% | +2.5% |
| 30D | +4.6% | -16.2% | +20.8% | +5.5% |
| 3M | +0.4% | -36.4% | +36.7% | +2.4% |
| 6M | +16.4% | -35.5% | +51.8% | +18.5% |
| YTD | +25.4% | -46.0% | +71.4% | +28.2% |
| 1Y | +38.3% | -47.1% | +85.4% | +41.2% |
| All | +38.3% | -38.6% | +76.9% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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