+47.0%
EEM vs IBB
+20.0%
+27.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.2% |
| 7D | +3.1% | -1.7% | +4.7% | +3.8% |
| 30D | +4.9% | +4.9% | 0.0% | +2.4% |
| 3M | +5.2% | +24.2% | -19.0% | -5.2% |
| 6M | +20.7% | +23.8% | -3.1% | +8.8% |
| YTD | +26.5% | +23.0% | +3.5% | +14.3% |
| 1Y | +37.8% | +46.2% | -8.3% | +14.9% |
| 3Y | +91.0% | +64.8% | +26.1% | +48.4% |
| 5Y | +47.0% | +20.9% | +26.1% | +23.9% |
| All | +47.0% | +20.0% | +27.1% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling