+13.9%
IEMG vs SOUN
-73.4%
+87.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | +0.1% |
| 7D | -3.1% | -2.7% | -0.4% | -2.7% |
| 30D | -10.3% | -26.5% | +16.2% | -5.9% |
| 3M | -6.6% | -33.6% | +27.0% | -0.9% |
| 6M | -3.9% | -54.4% | +50.5% | +6.9% |
| YTD | +12.4% | -56.7% | +69.1% | +22.6% |
| 1Y | +13.9% | -71.4% | +85.3% | +29.5% |
| All | +13.9% | -73.4% | +87.3% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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