-17.6%
UBER vs IEMG
+38.7%
-56.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.7% |
| 7D | -3.9% | +2.2% | -6.1% | -4.5% |
| 30D | +11.1% | +4.6% | +6.5% | +9.6% |
| 3M | +4.9% | +0.4% | +4.5% | +4.9% |
| 6M | -1.2% | +16.4% | -17.5% | -8.3% |
| YTD | -7.3% | +25.4% | -32.7% | -19.9% |
| 1Y | -17.6% | +38.3% | -55.9% | -26.6% |
| All | -17.6% | +38.7% | -56.4% | -26.6% |
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