+16,526.7%
EME vs IBN
+1,483.9%
+15,042.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.8% |
| 7D | +3.5% | -3.0% | +6.5% | +4.4% |
| 30D | -6.3% | -1.5% | -4.8% | -6.0% |
| 3M | -3.8% | +7.9% | -11.7% | -5.9% |
| 6M | +8.5% | +8.6% | -0.1% | +5.9% |
| YTD | +27.8% | -0.6% | +28.4% | +27.6% |
| 1Y | +22.2% | -7.3% | +29.5% | +24.1% |
| 3Y | +253.5% | +26.2% | +227.3% | +226.5% |
| 5Y | +578.6% | +57.8% | +520.8% | +484.2% |
| 10Y | +1,355.6% | +319.5% | +1,036.1% | +810.6% |
| All | +16,526.7% | +1,483.9% | +15,042.9% | +6,877.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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