+83.3%
IEMG vs SOUN
+172.2%
-88.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -1.3% | -7.1% | +5.8% | -0.9% |
| 30D | +1.9% | -15.4% | +17.3% | +2.9% |
| 3M | +1.4% | -10.6% | +12.0% | +1.9% |
| 6M | +15.2% | -19.6% | +34.8% | +15.9% |
| YTD | +23.8% | -37.2% | +61.0% | +25.8% |
| 1Y | +30.7% | -57.1% | +87.7% | +34.6% |
| 3Y | +83.3% | +178.2% | -94.9% | +66.2% |
| All | +83.3% | +172.2% | -88.9% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling