+58.9%
IBIT vs EMR
+87.0%
-28.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.4% | -5.7% | -3.4% |
| 7D | -2.4% | +2.1% | -4.5% | -3.4% |
| 30D | -9.1% | +4.8% | -13.8% | -11.0% |
| 3M | +15.0% | +7.5% | +7.5% | +10.9% |
| 6M | -6.9% | +20.9% | -27.7% | -15.7% |
| YTD | -14.8% | +29.2% | -43.9% | -25.9% |
| 1Y | -28.1% | +33.0% | -61.1% | -38.6% |
| All | +58.9% | +87.0% | -28.1% | +17.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling