+149.7%
XBI vs EMB
+30.3%
+119.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -4.6% | -1.2% | -3.4% | -3.1% |
| 30D | -2.0% | -1.3% | -0.7% | -0.3% |
| 3M | +17.8% | -1.8% | +19.6% | +20.8% |
| 6M | +23.7% | +0.2% | +23.5% | +23.9% |
| YTD | +28.2% | +0.4% | +27.9% | +28.1% |
| 1Y | +64.0% | +2.8% | +61.1% | +58.9% |
| 3Y | +99.4% | +29.1% | +70.3% | +45.5% |
| 5Y | +19.3% | +6.3% | +13.1% | +10.6% |
| All | +149.7% | +30.3% | +119.4% | +102.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling