+11.3%
EEM vs IBB
+36.9%
-25.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.3% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | -9.3% | +5.2% | -14.5% | -11.1% |
| 3M | -7.1% | +8.6% | -15.6% | -10.4% |
| 6M | -10.4% | +27.8% | -38.2% | -20.9% |
| YTD | +11.3% | +28.8% | -17.5% | -2.0% |
| 1Y | +11.3% | +36.4% | -25.1% | -3.0% |
| All | +11.3% | +36.9% | -25.6% | -3.0% |
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