+407.7%
EME vs IBB
+43.7%
+364.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +6.0% |
| 7D | -4.4% | +2.7% | -7.1% | -5.5% |
| 30D | -17.3% | +6.3% | -23.6% | -19.6% |
| 3M | -20.0% | +11.1% | -31.1% | -24.4% |
| 6M | -29.1% | +29.2% | -58.3% | -38.0% |
| YTD | +6.9% | +30.2% | -23.3% | -6.9% |
| 1Y | +0.8% | +39.5% | -38.7% | -15.2% |
| 3Y | +214.4% | +92.3% | +122.1% | +124.4% |
| All | +407.7% | +43.7% | +364.0% | +284.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling