+45.8%
SLB vs IEMG
+10.7%
+35.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +3.5% | +2.7% | +0.8% | +2.3% |
| 30D | +6.5% | -5.7% | +12.2% | +9.0% |
| 3M | -0.2% | -8.8% | +8.5% | +3.5% |
| 6M | -5.7% | -8.9% | +3.2% | -2.7% |
| YTD | +36.8% | +11.2% | +25.6% | +15.8% |
| 1Y | +45.8% | +12.2% | +33.6% | +24.2% |
| All | +45.8% | +10.7% | +35.1% | +24.2% |
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