+69.8%
IBIT vs EMR
+68.6%
+1.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.2% | -3.2% |
| 7D | +3.0% | -1.5% | +4.6% | +3.7% |
| 30D | +23.1% | -5.6% | +28.7% | +26.2% |
| 3M | +25.6% | +7.9% | +17.6% | +20.1% |
| 6M | +9.1% | +6.0% | +3.1% | +4.8% |
| YTD | -8.9% | +16.4% | -25.4% | -16.8% |
| 1Y | -27.5% | +16.6% | -44.1% | -34.1% |
| All | +69.8% | +68.6% | +1.3% | +32.3% |
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