+46.2%
IBIT vs EME
+203.9%
-157.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -9.2% | +8.4% | -17.6% | -11.6% |
| 30D | -15.8% | -11.5% | -4.3% | -12.7% |
| 3M | +8.5% | -20.6% | +29.2% | +16.2% |
| 6M | -13.7% | -28.5% | +14.8% | -4.5% |
| YTD | -21.6% | +8.0% | -29.6% | -26.2% |
| 1Y | -30.0% | +6.8% | -36.7% | -33.9% |
| All | +46.2% | +203.9% | -157.7% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling