+38.3%
IEMG vs TE
+132.3%
-94.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.6% |
| 7D | +2.2% | -4.0% | +6.2% | +2.5% |
| 30D | +4.6% | -15.9% | +20.5% | +5.7% |
| 3M | +0.4% | -60.5% | +60.9% | +5.4% |
| 6M | +16.4% | -35.2% | +51.6% | +18.8% |
| YTD | +25.4% | -31.1% | +56.6% | +27.6% |
| 1Y | +38.3% | +148.6% | -110.4% | +40.9% |
| All | +38.3% | +132.3% | -94.0% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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