+205.8%
RSP vs IEMG
+145.8%
+60.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | 0.0% |
| 7D | -1.9% | -1.3% | -0.6% | -1.1% |
| 30D | -2.8% | +1.9% | -4.7% | -4.1% |
| 3M | +2.8% | +1.4% | +1.4% | +1.1% |
| 6M | +10.2% | +15.2% | -5.0% | -1.5% |
| YTD | +13.1% | +23.8% | -10.7% | -4.2% |
| 1Y | +14.8% | +30.7% | -15.9% | -6.5% |
| 3Y | +52.6% | +83.3% | -30.7% | -2.9% |
| 5Y | +51.6% | +48.8% | +2.9% | +10.9% |
| All | +205.8% | +145.8% | +60.0% | +62.3% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling