+30.6%
EMB vs IBB
+68.6%
-38.0%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | 0.0% | +1.4% | -1.4% | -0.3% |
| 30D | -0.3% | +10.5% | -10.8% | -2.1% |
| 3M | -0.4% | +23.6% | -24.1% | -4.3% |
| 6M | +0.1% | +22.6% | -22.5% | -3.8% |
| YTD | +1.6% | +25.7% | -24.1% | -2.9% |
| 1Y | +5.6% | +51.4% | -45.8% | -2.7% |
| All | +30.6% | +68.6% | -38.0% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling