+11.4%
IEMG vs ROIV
+91.0%
-79.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | -0.7% |
| 7D | +5.3% | +9.2% | -3.9% | +4.0% |
| 30D | -7.2% | +19.9% | -27.1% | -9.4% |
| 3M | -8.1% | +10.6% | -18.7% | -9.7% |
| 6M | -6.7% | +36.1% | -42.8% | -11.2% |
| YTD | +11.6% | +84.3% | -72.6% | +3.5% |
| 1Y | +11.4% | +87.6% | -76.2% | +3.2% |
| All | +11.4% | +91.0% | -79.6% | +3.2% |
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