+61.0%
IBIT vs EMB
+20.4%
+40.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.1% | -0.1% | -1.0% | -0.9% |
| 30D | -9.2% | +1.3% | -10.5% | -11.3% |
| 3M | +17.5% | -2.7% | +20.2% | +23.8% |
| 6M | -7.2% | -2.8% | -4.3% | -1.9% |
| YTD | -13.6% | -1.1% | -12.5% | -11.5% |
| 1Y | -25.1% | 0.0% | -25.1% | -24.6% |
| All | +61.0% | +20.4% | +40.6% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling