-0.1%
EMB vs IBB
+29.7%
-29.7%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | +0.4% | +4.6% | -4.2% | -0.2% |
| 3M | -3.1% | +6.8% | -9.9% | -4.0% |
| 6M | -2.1% | +23.1% | -25.2% | -5.1% |
| YTD | -1.1% | +26.0% | -27.1% | -4.7% |
| 1Y | -0.1% | +30.4% | -30.4% | -4.0% |
| All | -0.1% | +29.7% | -29.7% | -4.0% |
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