+13.9%
IEMG vs SOLS
+37.2%
-23.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.5% | +7.4% | +2.2% |
| 7D | -3.1% | -8.8% | +5.7% | -1.4% |
| 30D | -10.3% | -0.6% | -9.7% | -10.4% |
| 3M | -6.6% | -9.0% | +2.4% | -5.1% |
| 6M | -3.9% | -28.7% | +24.8% | +1.5% |
| YTD | +12.4% | +19.2% | -6.8% | +13.4% |
| 1Y | +13.9% | +32.6% | -18.7% | +14.0% |
| All | +13.9% | +37.2% | -23.3% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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