+66.7%
IBIT vs EEM
+85.5%
-18.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -2.0% |
| 7D | +1.4% | +3.1% | -1.6% | -1.1% |
| 30D | +20.6% | +4.9% | +15.8% | +15.9% |
| 3M | +23.7% | +5.2% | +18.5% | +17.3% |
| 6M | +15.0% | +20.7% | -5.7% | -5.5% |
| YTD | -10.6% | +26.5% | -37.1% | -30.1% |
| 1Y | -30.3% | +37.8% | -68.2% | -49.8% |
| All | +66.7% | +85.5% | -18.8% | -14.7% |
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