+56.5%
IBIT vs EEM
+63.2%
-6.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.8% | -0.9% |
| 7D | -5.4% | -0.9% | -4.5% | -4.8% |
| 30D | -10.5% | -9.3% | -1.1% | -2.9% |
| 3M | +15.0% | -7.1% | +22.1% | +22.0% |
| 6M | -8.3% | -10.4% | +2.1% | -0.9% |
| YTD | -16.1% | +11.3% | -27.3% | -27.1% |
| 1Y | -30.8% | +11.3% | -42.0% | -39.8% |
| All | +56.5% | +63.2% | -6.7% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling