-30.3%
IBIT vs EMB
+5.1%
-35.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.6% |
| 7D | +1.4% | +0.3% | +1.2% | +0.8% |
| 30D | +20.6% | -0.5% | +21.1% | +21.9% |
| 3M | +23.7% | +0.3% | +23.4% | +22.8% |
| 6M | +15.0% | +1.2% | +13.8% | +12.5% |
| YTD | -10.6% | +1.5% | -12.1% | -13.5% |
| 1Y | -30.3% | +4.8% | -35.1% | -36.3% |
| All | -30.3% | +5.1% | -35.4% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling