+36.5%
XBI vs IEMG
+7.4%
+29.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.6% | -1.1% | -3.6% |
| 7D | -6.0% | -7.4% | +1.4% | -1.9% |
| 30D | -1.7% | -14.9% | +13.2% | +7.0% |
| 3M | -3.0% | -11.6% | +8.6% | +3.5% |
| 6M | +11.0% | -11.1% | +22.1% | +16.4% |
| YTD | +21.8% | +6.0% | +15.8% | +15.0% |
| 1Y | +36.5% | +6.5% | +29.9% | +28.7% |
| All | +36.5% | +7.4% | +29.0% | +28.7% |
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