+13.9%
IEMG vs UUUU
-55.1%
+69.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | -3.1% | -14.4% | +11.3% | -0.6% |
| 30D | -10.3% | -33.6% | +23.3% | -4.5% |
| 3M | -6.6% | -44.2% | +37.6% | +1.8% |
| 6M | -3.9% | -66.8% | +62.9% | +11.2% |
| YTD | +12.4% | -50.6% | +63.0% | +23.7% |
| 1Y | +13.9% | -57.8% | +71.7% | +26.4% |
| All | +13.9% | -55.1% | +69.0% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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