-9.6%
PATH vs IEMG
+11.0%
-20.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | -2.3% | -0.7% | -1.6% | -2.2% |
| 30D | -4.8% | -9.4% | +4.6% | -4.3% |
| 3M | -17.7% | -7.3% | -10.4% | -17.5% |
| 6M | +18.9% | -10.4% | +29.3% | +20.1% |
| YTD | -21.7% | +10.6% | -32.3% | -28.9% |
| 1Y | -9.6% | +10.5% | -20.2% | -15.4% |
| All | -9.6% | +11.0% | -20.6% | -15.4% |
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