+13.9%
IEMG vs SPXU
-30.4%
+44.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | -1.5% |
| 7D | -3.1% | +2.2% | -5.3% | -1.8% |
| 30D | -10.3% | +3.8% | -14.1% | -8.2% |
| 3M | -6.6% | +3.3% | -9.9% | -4.2% |
| 6M | -3.9% | -16.7% | +12.8% | -9.1% |
| YTD | +12.4% | -28.6% | +41.0% | +0.4% |
| 1Y | +13.9% | -30.6% | +44.5% | +1.3% |
| All | +13.9% | -30.4% | +44.2% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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