+521.0%
LITE vs IEMG
+38.7%
+482.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +1.0% |
| 7D | -1.5% | +2.2% | -3.8% | -5.4% |
| 30D | +6.7% | +4.6% | +2.0% | -0.7% |
| 3M | -6.8% | +0.4% | -7.1% | -5.9% |
| 6M | +29.4% | +16.4% | +13.1% | +2.0% |
| YTD | +139.1% | +25.4% | +113.6% | +47.7% |
| 1Y | +521.0% | +38.3% | +482.7% | +216.0% |
| All | +521.0% | +38.7% | +482.3% | +216.0% |
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