+56.5%
IBIT vs EME
+197.5%
-141.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.1% |
| 7D | -5.4% | -8.8% | +3.4% | -2.9% |
| 30D | -10.5% | -18.2% | +7.7% | -4.7% |
| 3M | +15.0% | -20.2% | +35.3% | +22.8% |
| 6M | -8.3% | -29.9% | +21.6% | +2.2% |
| YTD | -16.1% | +5.7% | -21.8% | -20.5% |
| 1Y | -30.8% | -1.5% | -29.3% | -32.7% |
| All | +56.5% | +197.5% | -141.0% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling