+9,691.9%
EME vs IBB
+584.7%
+9,107.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +5.7% |
| 7D | -4.4% | +2.7% | -7.1% | -5.8% |
| 30D | -17.3% | +6.3% | -23.6% | -20.3% |
| 3M | -20.0% | +11.1% | -31.1% | -25.4% |
| 6M | -29.1% | +29.2% | -58.3% | -39.6% |
| YTD | +6.9% | +30.2% | -23.3% | -9.4% |
| 1Y | +0.8% | +39.5% | -38.7% | -18.1% |
| 3Y | +214.4% | +92.3% | +122.1% | +109.2% |
| 5Y | +404.2% | +43.0% | +361.2% | +290.8% |
| 10Y | +941.9% | +137.1% | +804.8% | +471.1% |
| All | +9,691.9% | +584.7% | +9,107.2% | +2,090.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling