+70.7%
NFLX vs IEMG
+81.5%
-10.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.5% |
| 7D | -8.1% | -0.9% | -7.2% | -7.9% |
| 30D | +1.6% | +2.1% | -0.5% | +0.9% |
| 3M | -7.3% | +4.6% | -11.9% | -9.3% |
| 6M | -21.6% | +14.0% | -35.6% | -27.3% |
| YTD | -18.9% | +22.3% | -41.3% | -28.2% |
| 1Y | -39.1% | +30.7% | -69.8% | -48.5% |
| All | +70.7% | +81.5% | -10.8% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling