+57.4%
INTC vs IEMG
+13.6%
+43.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -5.5% |
| 7D | -39.0% | -3.1% | -35.9% | -34.0% |
| 30D | -49.8% | -10.3% | -39.5% | -37.1% |
| 3M | -42.2% | -6.6% | -35.6% | -32.5% |
| 6M | -39.2% | -3.9% | -35.3% | -29.7% |
| YTD | +57.9% | +12.4% | +45.5% | +36.7% |
| 1Y | +57.4% | +13.9% | +43.5% | +33.1% |
| All | +57.4% | +13.6% | +43.8% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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