+31.4%
EMR vs IBB
+36.2%
-4.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.6% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | +3.5% | +5.2% | -1.6% | +0.8% |
| 3M | +5.9% | +8.6% | -2.7% | +0.3% |
| 6M | +19.4% | +27.8% | -8.4% | -1.0% |
| YTD | +27.7% | +28.8% | -1.1% | +5.1% |
| All | +31.4% | +36.2% | -4.8% | +5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling