+11,204.7%
EME vs IBB
+560.8%
+10,643.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.2% |
| 7D | +1.9% | +1.4% | +0.5% | +1.0% |
| 30D | -8.3% | +10.5% | -18.8% | -13.7% |
| 3M | -10.7% | +23.6% | -34.4% | -21.5% |
| 6M | +1.9% | +22.6% | -20.7% | -10.0% |
| YTD | +23.5% | +25.7% | -2.2% | +7.3% |
| 1Y | +18.0% | +51.4% | -33.4% | -8.1% |
| 3Y | +236.1% | +64.4% | +171.7% | +146.0% |
| 5Y | +527.9% | +22.1% | +505.7% | +435.3% |
| 10Y | +1,252.8% | +132.5% | +1,120.3% | +650.6% |
| All | +11,204.7% | +560.8% | +10,643.9% | +2,494.1% |
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