+30.3%
EMB vs IBB
+133.1%
-102.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | -0.1% | -1.8% | +1.7% | +0.2% |
| 30D | +1.3% | +5.1% | -3.8% | +0.3% |
| 3M | -2.2% | +10.7% | -13.0% | -4.4% |
| 6M | -2.3% | +22.9% | -25.2% | -6.5% |
| YTD | -0.6% | +26.7% | -27.3% | -5.6% |
| 1Y | +0.5% | +35.1% | -34.6% | -5.8% |
| 3Y | +29.4% | +80.2% | -50.8% | +13.6% |
| 5Y | +6.5% | +37.8% | -31.4% | -2.7% |
| All | +30.3% | +133.1% | -102.8% | +9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling