+46.2%
IBIT vs EMR
+84.2%
-37.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.5% |
| 7D | -9.2% | +2.8% | -12.0% | -10.5% |
| 30D | -15.8% | +3.7% | -19.4% | -17.2% |
| 3M | +8.5% | +2.0% | +6.5% | +7.3% |
| 6M | -13.7% | +22.1% | -35.8% | -22.3% |
| YTD | -21.6% | +27.2% | -48.8% | -31.3% |
| 1Y | -30.0% | +32.0% | -62.0% | -40.0% |
| All | +46.2% | +84.2% | -37.9% | +9.2% |
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