+66.3%
IBIT vs IEMG
+80.9%
-14.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +1.1% | +1.6% | -0.5% | -0.3% |
| 30D | +22.2% | +4.6% | +17.6% | +17.5% |
| 3M | +26.0% | +4.8% | +21.2% | +19.9% |
| 6M | +13.2% | +16.8% | -3.6% | -4.2% |
| YTD | -10.8% | +24.8% | -35.6% | -29.6% |
| 1Y | -29.9% | +34.3% | -64.2% | -48.5% |
| All | +66.3% | +80.9% | -14.5% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 3y: compounded portfolio wealth divided by compounded IEMG 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…
3y analysis · Full analysis span regression · 6 months rolling