+19.9%
XBI vs EEM
+45.2%
-25.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -1.4% |
| 7D | -4.6% | -1.3% | -3.4% | -3.7% |
| 30D | -2.0% | +2.1% | -4.1% | -3.7% |
| 3M | +17.8% | +1.0% | +16.8% | +15.7% |
| 6M | +23.7% | +15.9% | +7.8% | +6.6% |
| YTD | +28.2% | +24.6% | +3.6% | +2.8% |
| 1Y | +64.0% | +32.3% | +31.7% | +24.0% |
| 3Y | +99.4% | +85.9% | +13.5% | +6.8% |
| All | +19.9% | +45.2% | -25.2% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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