+556.6%
EME vs IBB
+20.0%
+536.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +3.5% |
| 7D | +5.2% | -1.7% | +6.8% | +5.9% |
| 30D | -5.4% | +4.9% | -10.2% | -7.8% |
| 3M | -6.1% | +24.2% | -30.3% | -15.9% |
| 6M | +9.7% | +23.8% | -14.2% | -1.8% |
| YTD | +26.6% | +23.0% | +3.6% | +13.7% |
| 1Y | +24.6% | +46.2% | -21.5% | +3.2% |
| 3Y | +249.6% | +64.8% | +184.8% | +170.5% |
| 5Y | +556.6% | +20.9% | +535.6% | +420.4% |
| All | +556.6% | +20.0% | +536.6% | +420.4% |
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