+1,306.4%
EME vs IBB
+122.2%
+1,184.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.0% |
| 7D | +2.7% | -3.9% | +6.6% | +4.8% |
| 30D | -6.8% | +2.7% | -9.5% | -8.4% |
| 3M | -8.8% | +21.4% | -30.2% | -18.0% |
| 6M | +5.0% | +20.1% | -15.1% | -5.2% |
| YTD | +23.5% | +21.9% | +1.6% | +10.5% |
| 1Y | +21.3% | +44.1% | -22.8% | -0.5% |
| 3Y | +241.1% | +63.4% | +177.7% | +158.7% |
| 5Y | +549.2% | +19.8% | +529.4% | +471.0% |
| 10Y | +1,306.4% | +127.0% | +1,179.4% | +743.9% |
| All | +1,306.4% | +122.2% | +1,184.2% | +743.9% |
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 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