+18.7%
PATH vs IEMG
+36.1%
-17.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.1% | -7.8% | -7.8% |
| 7D | -22.8% | +2.8% | -25.6% | -23.2% |
| 30D | -6.9% | +4.6% | -11.5% | -7.7% |
| 3M | +25.4% | +5.5% | +19.9% | +23.6% |
| 6M | +18.1% | +19.7% | -1.6% | +11.6% |
| YTD | -14.5% | +25.5% | -40.0% | -27.4% |
| 1Y | +18.7% | +35.5% | -16.8% | -9.5% |
| All | +18.7% | +36.1% | -17.3% | -9.5% |
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 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