+221.4%
EWY vs IBIT
+61.9%
+159.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.4% | +7.0% | +5.2% |
| 7D | +4.8% | +3.0% | +1.8% | +4.0% |
| 30D | +11.7% | +23.1% | -11.4% | +6.0% |
| 3M | -7.4% | +25.6% | -33.0% | -12.2% |
| 6M | +40.6% | +9.1% | +31.4% | +37.3% |
| YTD | +94.3% | -8.9% | +103.2% | +94.5% |
| 1Y | +164.3% | -27.5% | +191.7% | +173.9% |
| All | +221.4% | +61.9% | +159.5% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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