-35.6%
SMCI vs IEMG
+7.4%
-43.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -5.6% | -2.9% | +3.1% |
| 7D | -21.3% | -7.4% | -13.9% | -7.9% |
| 30D | -37.7% | -14.9% | -22.8% | -12.4% |
| 3M | -10.7% | -11.6% | +0.9% | +17.4% |
| 6M | -2.7% | -11.1% | +8.4% | +29.3% |
| YTD | -7.5% | +6.0% | -13.5% | -17.5% |
| 1Y | -35.6% | +6.5% | -42.1% | -42.7% |
| All | -35.6% | +7.4% | -43.0% | -42.7% |
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