+30.7%
IEMG vs ROIV
+195.2%
-164.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -1.3% | +16.9% | -18.2% | -3.4% |
| 30D | +1.9% | +12.9% | -11.0% | +0.2% |
| 3M | +1.4% | +37.3% | -35.9% | -2.9% |
| 6M | +15.2% | +38.0% | -22.8% | +9.6% |
| YTD | +23.8% | +88.1% | -64.3% | +14.8% |
| 1Y | +30.7% | +183.3% | -152.6% | +16.1% |
| All | +30.7% | +195.2% | -164.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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