-26.7%
IBIT vs EMR
+29.9%
-56.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | -6.8% | -2.0% | -4.8% | -6.0% |
| 30D | -9.9% | +2.8% | -12.7% | -10.8% |
| 3M | +17.5% | +2.0% | +15.6% | +16.5% |
| 6M | -9.1% | +20.7% | -29.8% | -16.4% |
| YTD | -14.9% | +27.3% | -42.2% | -23.4% |
| All | -26.7% | +29.9% | -56.6% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling