-11.9%
IBIT vs EMB
-2.1%
-9.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -2.9% |
| 7D | -6.2% | -0.7% | -5.5% | -4.9% |
| 30D | -14.4% | +0.5% | -14.9% | -14.9% |
| 3M | +12.5% | -2.5% | +14.9% | +18.6% |
| 6M | -11.9% | -2.0% | -9.9% | -7.8% |
| All | -11.9% | -2.1% | -9.8% | -7.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling