+61.0%
IBIT vs EMR
+79.1%
-18.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -1.1% | -1.6% | +0.5% | -0.3% |
| 30D | -9.2% | +2.0% | -11.1% | -9.9% |
| 3M | +17.5% | +3.8% | +13.7% | +15.3% |
| 6M | -7.2% | +10.5% | -17.7% | -12.1% |
| YTD | -13.6% | +23.7% | -37.3% | -23.3% |
| 1Y | -25.1% | +25.4% | -50.5% | -34.1% |
| All | +61.0% | +79.1% | -18.0% | +22.0% |
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