+504.3%
MUU vs IEMG
+13.6%
+490.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.9% | -14.9% | -18.1% |
| 7D | -35.9% | -3.1% | -32.8% | -26.0% |
| 30D | -47.1% | -10.3% | -36.8% | -11.3% |
| 3M | -29.8% | -6.6% | -23.2% | -1.1% |
| 6M | +16.0% | -3.9% | +19.9% | +105.8% |
| YTD | +286.1% | +12.4% | +273.7% | +163.8% |
| 1Y | +504.3% | +13.9% | +490.4% | +284.1% |
| All | +504.3% | +13.6% | +490.7% | +284.1% |
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