+15.0%
EEM vs IBB
+42.2%
-27.2%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.8% | -0.2% |
| 7D | -3.0% | +2.2% | -5.2% | -3.9% |
| 30D | -10.3% | +6.3% | -16.7% | -12.6% |
| 3M | -6.6% | +16.3% | -22.9% | -12.9% |
| 6M | -3.4% | +30.0% | -33.3% | -15.4% |
| YTD | +13.2% | +31.1% | -17.9% | -1.3% |
| 1Y | +15.0% | +42.0% | -27.0% | -2.2% |
| All | +15.0% | +42.2% | -27.2% | -2.2% |
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