+66.7%
IBIT vs EMR
+67.8%
-1.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.7% |
| 7D | +1.4% | +3.1% | -1.6% | 0.0% |
| 30D | +20.6% | -3.5% | +24.2% | +22.4% |
| 3M | +23.7% | +9.8% | +13.9% | +17.2% |
| 6M | +15.0% | +10.8% | +4.2% | +7.8% |
| YTD | -10.6% | +15.9% | -26.5% | -18.2% |
| 1Y | -30.3% | +16.4% | -46.7% | -36.7% |
| All | +66.7% | +67.8% | -1.1% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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