+4.8%
EMB vs IBB
+45.6%
-40.8%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.1% |
| 7D | +0.3% | -1.7% | +1.9% | +0.5% |
| 30D | -0.5% | +4.9% | -5.4% | -1.1% |
| 3M | +0.3% | +24.2% | -23.9% | -2.7% |
| 6M | +1.2% | +23.8% | -22.7% | -2.0% |
| YTD | +1.5% | +23.0% | -21.5% | -1.7% |
| 1Y | +4.8% | +46.2% | -41.4% | +0.5% |
| All | +4.8% | +45.6% | -40.8% | +0.5% |
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