+652.2%
RGTI vs IEMG
+83.7%
+568.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | -1.8% |
| 7D | +0.5% | -1.3% | +1.8% | +3.2% |
| 30D | -17.1% | +1.9% | -19.0% | -20.3% |
| 3M | -26.0% | +1.4% | -27.4% | -27.5% |
| 6M | -9.9% | +15.2% | -25.0% | -32.0% |
| YTD | -31.1% | +23.8% | -54.9% | -56.3% |
| 1Y | -8.5% | +30.7% | -39.2% | -48.6% |
| 3Y | +652.2% | +83.3% | +568.9% | +94.3% |
| All | +652.2% | +83.7% | +568.6% | +94.3% |
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