+40.5%
EEM vs IBB
+51.5%
-11.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.2% |
| 7D | +2.3% | +1.4% | +0.9% | +1.7% |
| 30D | +4.5% | +10.5% | -6.0% | -0.3% |
| 3M | -0.1% | +23.6% | -23.7% | -10.3% |
| 6M | +16.9% | +22.6% | -5.7% | +4.9% |
| YTD | +26.2% | +25.7% | +0.5% | +12.3% |
| 1Y | +40.5% | +51.4% | -10.9% | +17.6% |
| All | +40.5% | +51.5% | -11.0% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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