+69.8%
IBIT vs EME
+247.4%
-177.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.0% |
| 7D | +3.0% | +1.9% | +1.1% | +2.4% |
| 30D | +23.1% | -8.3% | +31.4% | +26.5% |
| 3M | +25.6% | -10.7% | +36.3% | +29.4% |
| 6M | +9.1% | +1.9% | +7.2% | +6.5% |
| YTD | -8.9% | +23.5% | -32.4% | -17.5% |
| 1Y | -27.5% | +18.0% | -45.4% | -33.9% |
| All | +69.8% | +247.4% | -177.6% | -7.7% |
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 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