+41.3%
SBUX vs IEMG
+13.6%
+27.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +4.6% |
| 7D | +6.3% | -3.1% | +9.4% | +6.7% |
| 30D | +16.2% | -10.3% | +26.5% | +18.0% |
| 3M | +5.1% | -6.6% | +11.7% | +6.0% |
| 6M | +5.7% | -3.9% | +9.6% | +3.7% |
| YTD | +32.6% | +12.4% | +20.3% | +20.3% |
| 1Y | +41.3% | +13.9% | +27.4% | +26.8% |
| All | +41.3% | +13.6% | +27.7% | +26.8% |
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