+64.0%
IBIT vs EME
+244.7%
-180.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | -5.8% | +0.9% | -6.7% | -6.1% |
| 30D | +21.5% | -8.4% | +29.9% | +24.8% |
| 3M | +24.5% | -3.6% | +28.1% | +24.5% |
| 6M | +10.0% | +3.6% | +6.4% | +6.5% |
| YTD | -12.0% | +22.5% | -34.5% | -20.1% |
| 1Y | -32.3% | +18.2% | -50.5% | -38.4% |
| All | +64.0% | +244.7% | -180.7% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EME 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling