+0.8%
NOW vs IEMG
+50.3%
-49.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -4.1% | +1.6% | -5.7% | -5.2% |
| 30D | +2.9% | +4.6% | -1.8% | -0.5% |
| 3M | +22.6% | +4.8% | +17.7% | +15.8% |
| 6M | +7.5% | +16.8% | -9.3% | -8.8% |
| YTD | -14.4% | +24.8% | -39.3% | -33.3% |
| 1Y | -29.8% | +34.3% | -64.1% | -49.5% |
| 3Y | +9.2% | +87.0% | -77.7% | -46.5% |
| 5Y | +0.8% | +49.9% | -49.1% | -36.9% |
| All | +0.8% | +50.3% | -49.4% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling