+357.4%
SOXL vs IEMG
+38.7%
+318.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +2.2% |
| 7D | +5.3% | +2.2% | +3.1% | -4.5% |
| 30D | -11.2% | +4.6% | -15.8% | -26.5% |
| 3M | -55.4% | +0.4% | -55.7% | -42.2% |
| 6M | +107.1% | +16.4% | +90.8% | +62.9% |
| YTD | +179.0% | +25.4% | +153.6% | +45.1% |
| 1Y | +357.4% | +38.3% | +319.1% | +107.0% |
| All | +357.4% | +38.7% | +318.6% | +107.0% |
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