+46.4%
UBER vs IEMG
+83.7%
-37.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -2.0% |
| 7D | -5.4% | -1.3% | -4.1% | -4.7% |
| 30D | -4.9% | +1.9% | -6.8% | -6.1% |
| 3M | +3.0% | +1.4% | +1.6% | +1.3% |
| 6M | -4.4% | +15.2% | -19.6% | -16.1% |
| YTD | -12.3% | +23.8% | -36.1% | -28.9% |
| 1Y | -24.3% | +30.7% | -55.0% | -41.8% |
| 3Y | +46.4% | +83.3% | -36.8% | -24.0% |
| All | +46.4% | +83.7% | -37.2% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling